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Spahn Wealth & Retirement’s Palo Alto Networks PANW Stock Holding History

Spahn Wealth & Retirement’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 		– Sell
-16,749
Closed -$2.69M – 39
2026
Q1 		$2.69M Sell
16,749
-16,867
-50% -$2.83M 3.42% 16
2025
Q4 		$6.19M Buy
33,616
+216
+0.6% +$43.6K 3.84% 9
2025
Q3 		$6.8M Sell
33,400
-800
-2% -$153K 4.03% 7
2025
Q2 		$7M Sell
34,200
-333
-1% -$61.8K 4.5% 6
2025
Q1 		$5.89M Buy
34,533
+3,028
+10% +$560K 4.33% 6
2024
Q4 		$5.73M Buy
+31,505
New +$5.95M 3.76% 11

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

Spahn Wealth & Retirement's PANW Position: Q2 2026 in Review

Spahn Wealth & Retirement sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 16,749 shares — an estimated $2.69M sold.

Spahn Wealth & Retirement first reported a position in PANW in Q4 2024 and held it in 6 quarters. The position peaked at $7M in Q2 2025. 2,883 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Spahn Wealth & Retirement reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
  • Spahn Wealth & Retirement sold 16,749 Palo Alto Networks shares in Q2 2026, an estimated $2.69M.
  • Spahn Wealth & Retirement first reported a position in Palo Alto Networks in Q4 2024 and held it in 6 quarters.
  • Spahn Wealth & Retirement's Palo Alto Networks position peaked at $7M in Q2 2025.
  • 2,883 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.