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

Strategic 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	$570K	Buy	1,670 +197	+13%	+$45.1K	0.03%	202
2026 Q1	$236K	Buy	1,473 +372	+34%	+$62.5K	0.02%	289
2025 Q4	$203K	Buy	1,101 +46	+4%	+$9.28K	0.02%	237
2025 Q3	$215K	Buy	+1,055	New	+$202K	0.02%	241
2024 Q1	–	Sell	-4,162	Closed	-$614K	–	251
2023 Q4	$614K	Buy	4,162 +114	+3%	+$15.2K	0.09%	148
2023 Q3	$475K	Buy	4,048 +392	+11%	+$46.4K	0.08%	173
2023 Q2	$467K	Buy	+3,656	New	+$380K	0.06%	144

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 $3.38T AUM 44.17% 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

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

Strategic Investment Advisors increased its Palo Alto Networks (PANW) stake by 13% in Q2 2026, buying an estimated $45.1K and bringing the position to 1,670 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #202.

Strategic Investment Advisors first reported a position in PANW in Q2 2023 and has held it in 7 quarters since. The position peaked at $614K in Q4 2023. 2,920 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Strategic Investment Advisors held 1,670 shares of Palo Alto Networks worth $570K as of Q2 2026.
Strategic Investment Advisors bought 197 Palo Alto Networks shares in Q2 2026, an estimated $45.1K.
Palo Alto Networks made up 0.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #202 holding.
Strategic Investment Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 7 quarters since.
Strategic Investment Advisors's Palo Alto Networks position peaked at $614K in Q4 2023.
2,920 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.