Sonoma Private Wealth’s Palo Alto Networks PANW Stock Holding History

Sonoma Private 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	$1.08M	Buy	3,160 +8	+0.3%	+$1.83K	1.16%	25
2026 Q1	$505K	Buy	+3,152	New	+$530K	0.62%	45
2024 Q3	–	Sell	-3,038	Closed	-$515K	–	92
2024 Q2	$515K	Sell	3,038 -54	-2%	-$8.08K	0.84%	41
2024 Q1	$439K	Sell	3,092 -444	-13%	-$70K	0.71%	49
2023 Q4	$521K	Sell	3,536 -362	-9%	-$48.4K	0.86%	43
2023 Q3	$457K	Buy	3,898 +14	+0.4%	+$1.66K	0.83%	49
2023 Q2	$496K	Sell	3,884 -518	-12%	-$53.9K	0.87%	48
2023 Q1	$440K	Buy	4,402 +312	+8%	+$26.4K	0.87%	43
2022 Q4	$285K	Buy	+4,090	New	+$328K	0.63%	55

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

Sonoma Private Wealth's PANW Position: Q2 2026 in Review

Sonoma Private Wealth increased its Palo Alto Networks (PANW) stake by 0.25% in Q2 2026, buying an estimated $1.83K and bringing the position to 3,160 shares worth $1.08M. The position accounts for 1.16% of the portfolio, ranked #25.

Sonoma Private Wealth first reported a position in PANW in Q4 2022 and has held it in 9 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sonoma Private Wealth held 3,160 shares of Palo Alto Networks worth $1.08M as of Q2 2026.
Sonoma Private Wealth bought 8 Palo Alto Networks shares in Q2 2026, an estimated $1.83K.
Palo Alto Networks made up 1.16% of Sonoma Private Wealth's portfolio in Q2 2026, its #25 holding.
Sonoma Private Wealth first reported a position in Palo Alto Networks in Q4 2022 and has held it in 9 quarters since.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.