Succession Financial’s Palo Alto Networks PANW Stock Holding History

Succession Financial’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	$546K	Buy	+1,602	New	+$367K	0.52%	19

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Succession Financial's PANW Position: Q2 2026 in Review

Succession Financial opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,602 shares worth $546K. The stake represents 0.52% of the portfolio and ranks #19 among its holdings.

2,783 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Succession Financial held 1,602 shares of Palo Alto Networks worth $546K as of Q2 2026.
Palo Alto Networks was a new Succession Financial position in Q2 2026.
Palo Alto Networks made up 0.52% of Succession Financial's portfolio in Q2 2026, its #19 holding.
2,783 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.