Strait & Sound Wealth Management’s Palo Alto Networks PANW Stock Holding History

Strait & Sound Wealth Management’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	$1.09M	Sell	3,199 -95	-3%	-$21.7K	0.38%	56
2026 Q1	$528K	Sell	3,294 -635	-16%	-$107K	0.2%	93
2025 Q4	$724K	Buy	3,929 +35	+0.9%	+$7.06K	0.27%	73
2025 Q3	$793K	Sell	3,894 -21	-0.5%	-$4.02K	0.3%	67
2025 Q2	$801K	Sell	3,915 -331	-8%	-$61.5K	0.34%	65
2025 Q1	$725K	Sell	4,246 -214	-5%	-$39.6K	0.34%	67
2024 Q4	$812K	Buy	4,460 +62	+1%	+$11.7K	0.38%	50
2024 Q3	$752K	Sell	4,398 -222	-5%	-$37.4K	0.37%	53
2024 Q2	$783K	Buy	4,620 +1,836	+66%	+$275K	0.4%	48
2024 Q1	$395K	Buy	2,784 +90	+3%	+$14.2K	0.22%	77
2023 Q4	$445K	Hold	2,694	–	–	0.28%	66
2023 Q3	$316K	Sell	2,694 -40	-1%	-$4.73K	0.27%	85
2023 Q2	$349K	Sell	2,734 -494	-15%	-$51.4K	0.35%	64
2023 Q1	$322K	Sell	3,228 -80	-2%	-$6.78K	0.32%	75
2022 Q4	$235K	Buy	+3,308	New	+$266K	0.26%	96

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

Strait & Sound Wealth Management's PANW Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Palo Alto Networks (PANW) stake by 2.9% in Q2 2026, selling an estimated $21.7K and leaving 3,199 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #56.

Strait & Sound Wealth Management first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Strait & Sound Wealth Management held 3,199 shares of Palo Alto Networks worth $1.09M as of Q2 2026.
Strait & Sound Wealth Management sold 95 Palo Alto Networks shares in Q2 2026, an estimated $21.7K.
Palo Alto Networks made up 0.38% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #56 holding.
Strait & Sound Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.