SIA
PANW icon

Soltis Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Soltis Investment Advisors’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 		$1.39M Buy
4,071
+1,199
+42% +$274K 0.08% 201
2026
Q1 		$460K Sell
2,872
-1,549
-35% -$260K 0.03% 357
2025
Q4 		$814K Sell
4,421
-744
-14% -$150K 0.05% 239
2025
Q3 		$1.05M Buy
5,165
+11
+0.2% +$2.11K 0.07% 196
2025
Q2 		$1.05M Buy
5,154
+1,444
+39% +$268K 0.08% 169
2025
Q1 		$633K Buy
3,710
+2,546
+219% +$471K 0.06% 209
2024
Q4 		$212K Sell
1,164
-32,930
-97% -$6.22M 0.02% 347
2024
Q3 		$5.83M Buy
+34,094
New +$5.74M 0.57% 53
2023
Q2 		– Sell
-30,138
Closed -$3.01M – 276
2023
Q1 		$3.01M Buy
30,138
+3,142
+12% +$266K 0.38% 77
2022
Q4 		$1.88M Buy
26,996
+16,508
+157% +$1.33M 0.25% 104
2022
Q3 		$859K Buy
+10,488
New +$908K 0.13% 131

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Soltis Investment Advisors's PANW Position: Q2 2026 in Review

Soltis Investment Advisors increased its Palo Alto Networks (PANW) stake by 42% in Q2 2026, buying an estimated $274K and bringing the position to 4,071 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #201.

Soltis Investment Advisors first reported a position in PANW in Q3 2022 and has held it in 11 quarters since. The position peaked at $5.83M in Q3 2024. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Soltis Investment Advisors held 4,071 shares of Palo Alto Networks worth $1.39M as of Q2 2026.
  • Soltis Investment Advisors bought 1,199 Palo Alto Networks shares in Q2 2026, an estimated $274K.
  • Palo Alto Networks made up 0.08% of Soltis Investment Advisors's portfolio in Q2 2026, its #201 holding.
  • Soltis Investment Advisors first reported a position in Palo Alto Networks in Q3 2022 and has held it in 11 quarters since.
  • Soltis Investment Advisors's Palo Alto Networks position peaked at $5.83M in Q3 2024.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.