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Sound View Wealth Advisors Group’s Palo Alto Networks PANW Stock Holding History

Sound View Wealth Advisors Group’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 		$4.09M Buy
11,984
+114
+1% +$26.1K 0.25% 91
2026
Q1 		$1.9M Buy
11,870
+1,442
+14% +$242K 0.13% 132
2025
Q4 		$1.92M Buy
10,428
+284
+3% +$57.3K 0.13% 128
2025
Q3 		$2.07M Buy
10,144
+685
+7% +$131K 0.14% 132
2025
Q2 		$1.94M Buy
9,459
+2,271
+32% +$422K 0.14% 135
2025
Q1 		$1.23M Buy
7,188
+148
+2% +$27.4K 0.1% 158
2024
Q4 		$1.28M Sell
7,040
-222
-3% -$41.9K 0.1% 159
2024
Q3 		$1.24M Buy
7,262
+1,220
+20% +$205K 0.1% 165
2024
Q2 		$1.02M Buy
6,042
+300
+5% +$44.9K 0.11% 160
2024
Q1 		$816K Sell
5,742
-522
-8% -$82.3K 0.09% 185
2023
Q4 		$924K Sell
6,264
-1,656
-21% -$221K 0.1% 167
2023
Q3 		$928K Buy
7,920
+230
+3% +$27.2K 0.12% 150
2023
Q2 		$982K Buy
7,690
+1,960
+34% +$204K 0.13% 150
2023
Q1 		$572K Sell
5,730
-534
-9% -$45.3K 0.08% 201
2022
Q4 		$924K Buy
+6,264
New +$503K 0.1% 167

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

Sound View Wealth Advisors Group's PANW Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Palo Alto Networks (PANW) stake by 0.96% in Q2 2026, buying an estimated $26.1K and bringing the position to 11,984 shares worth $4.09M. The position accounts for 0.25% of the portfolio, ranked #91.

Sound View Wealth Advisors Group first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sound View Wealth Advisors Group held 11,984 shares of Palo Alto Networks worth $4.09M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 114 Palo Alto Networks shares in Q2 2026, an estimated $26.1K.
  • Palo Alto Networks made up 0.25% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #91 holding.
  • Sound View Wealth Advisors Group first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.