SkyOak Wealth’s Palo Alto Networks PANW Stock Holding History

SkyOak Wealth’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$883K	Sell	2,590 -2,990	-54%	-$684K	0.14%	96
2026 Q1	$895K	Buy	5,580 +230	+4%	+$38.6K	0.16%	88
2025 Q4	$985K	Buy	5,350 +1,700	+47%	+$343K	0.18%	85
2025 Q3	$743K	Buy	3,650 +790	+28%	+$151K	0.14%	97
2025 Q2	$585K	Buy	2,860 +200	+8%	+$37.1K	0.12%	116
2025 Q1	$454K	Buy	2,660 +1,200	+82%	+$222K	0.1%	125
2024 Q4	$266K	Sell	1,460 -36	-2%	-$6.8K	0.06%	203
2024 Q3	$256K	Sell	1,496 -50	-3%	-$8.42K	0.06%	195
2024 Q2	$262K	Sell	1,546 -1,342	-46%	-$201K	0.06%	195
2024 Q1	$410K	Buy	+2,888	New	+$456K	0.1%	143
2023 Q3	–	Sell	-5,064	Closed	-$647K	–	257
2023 Q2	$647K	Hold	5,064	–	–	0.18%	97
2023 Q1	$506K	Sell	5,064 -2,000	-28%	-$169K	0.15%	115
2022 Q4	$493K	Hold	7,064	–	–	0.17%	117
2022 Q3	$579K	Buy	7,064 +2,000	+39%	+$173K	0.21%	106
2022 Q2	$417K	Buy	5,064 +1,794	+55%	+$159K	0.14%	127
2022 Q1	$339K	Buy	+3,270	New	+$293K	0.09%	162
2021 Q1	–	Sell	-4,038	Closed	-$239K	–	249
2020 Q4	$239K	Buy	+4,038	New	+$189K	0.07%	185
2020 Q1	–	Sell	-29,430	Closed	-$1.13M	–	270
2019 Q4	$1.13M	Buy	+29,430	New	+$1.11M	0.35%	69

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SkyOak Wealth's PANW Position: Q2 2026 in Review

SkyOak Wealth reduced its Palo Alto Networks (PANW) stake by 54% in Q2 2026, selling an estimated $684K and leaving 2,590 shares worth $883K. The position accounts for 0.14% of the portfolio, ranked #96.

SkyOak Wealth first reported a position in PANW in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.13M in Q4 2019. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

SkyOak Wealth held 2,590 shares of Palo Alto Networks worth $883K as of Q2 2026.
SkyOak Wealth sold 2,990 Palo Alto Networks shares in Q2 2026, an estimated $684K.
Palo Alto Networks made up 0.14% of SkyOak Wealth's portfolio in Q2 2026, its #96 holding.
SkyOak Wealth first reported a position in Palo Alto Networks in Q4 2019 and has held it in 18 quarters since.
SkyOak Wealth's Palo Alto Networks position peaked at $1.13M in Q4 2019.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.