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Sunrise Financial Services’s Palo Alto Networks PANW Stock Holding History

Sunrise Financial Services’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 		$341 Sell
1
-2
-67% -$458 ﹤0.01% 560
2026
Q1 		$481 Buy
+3
New +$504 ﹤0.01% 560

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

Sunrise Financial Services's PANW Position: Q2 2026 in Review

Sunrise Financial Services reduced its Palo Alto Networks (PANW) stake by 67% in Q2 2026, selling an estimated $458 and leaving 1 share worth $341. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Sunrise Financial Services first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. The position peaked at $481 in Q1 2026. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sunrise Financial Services held 1 share of Palo Alto Networks worth $341 as of Q2 2026.
  • Sunrise Financial Services sold 2 Palo Alto Networks shares in Q2 2026, an estimated $458.
  • Palo Alto Networks made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #560 holding.
  • Sunrise Financial Services first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • Sunrise Financial Services's Palo Alto Networks position peaked at $481 in Q1 2026.
  • 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.