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Strategies Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Strategies Wealth 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 		$812K Sell
2,380
-42
-2% -$9.61K 0.07% 92
2026
Q1 		$388K Sell
2,422
-1,248
-34% -$210K 0.04% 120
2025
Q4 		$676K Sell
3,670
-114
-3% -$23K 0.07% 75
2025
Q3 		$770K Buy
3,784
+6
+0.2% +$1.15K 0.08% 74
2025
Q2 		$773K Sell
3,778
-496
-12% -$92.1K 0.08% 69
2025
Q1 		$729K Buy
4,274
+730
+21% +$135K 0.09% 69
2024
Q4 		$698K Buy
+3,544
New +$670K 0.09% 66

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

Strategies Wealth Advisors's PANW Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 1.7% in Q2 2026, selling an estimated $9.61K and leaving 2,380 shares worth $812K. The position accounts for 0.07% of the portfolio, ranked #92.

Strategies Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Strategies Wealth Advisors held 2,380 shares of Palo Alto Networks worth $812K as of Q2 2026.
  • Strategies Wealth Advisors sold 42 Palo Alto Networks shares in Q2 2026, an estimated $9.61K.
  • Palo Alto Networks made up 0.07% of Strategies Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Strategies Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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