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Symphony Financial’s Palo Alto Networks PANW Stock Holding History

Symphony 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 		$3.03M Buy
9,084
+668
+8% +$153K 0.33% 70
2026
Q1 		$1.33M Sell
8,416
-240
-3% -$40.3K 0.18% 96
2025
Q4 		$1.61M Buy
8,656
+41
+0.5% +$8.27K 0.22% 87
2025
Q3 		$1.76M Sell
8,615
-1,273
-13% -$244K 0.21% 92
2025
Q2 		$1.79M Buy
+9,888
New +$1.84M 0.23% 87
2025
Q1 		– Sell
-8,893
Closed -$1.63M – 176
2024
Q4 		$1.63M Sell
8,893
-5,789
-39% -$1.09M 0.26% 76
2024
Q3 		$2.46M Sell
14,682
-1,230
-8% -$207K 0.41% 62
2024
Q2 		$2.71M Buy
15,912
+2,206
+16% +$330K 0.49% 51
2024
Q1 		$1.95M Buy
13,706
+1,032
+8% +$163K 0.45% 57
2023
Q4 		$2.1M Sell
12,674
-100
-0.8% -$13.4K 0.45% 58
2023
Q3 		$1.51M Buy
12,774
+1,548
+14% +$183K 0.37% 53
2023
Q2 		$1.42M Buy
11,226
+2,556
+29% +$266K 0.35% 65
2023
Q1 		$839K Buy
8,670
+1,874
+28% +$159K 0.22% 93
2022
Q4 		$471K Sell
6,796
-886
-12% -$71.1K 0.12% 143
2022
Q3 		$636K Sell
7,682
-442
-5% -$38.3K 0.21% 104
2022
Q2 		$666K Sell
8,124
-3,282
-29% -$291K 0.2% 100
2022
Q1 		$1.17M Buy
11,406
+3,588
+46% +$321K 0.28% 72
2021
Q4 		$709K Buy
7,818
+3,066
+65% +$265K 0.2% 92
2021
Q3 		$375K Sell
4,752
-1,902
-29% -$134K 0.13% 113
2021
Q2 		$412K Sell
6,654
-720
-10% -$42.7K 0.14% 112
2021
Q1 		$415K Buy
7,374
+2,802
+61% +$167K 0.11% 126
2020
Q4 		$268K Buy
+4,572
New +$214K 0.1% 135

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

Symphony Financial's PANW Position: Q2 2026 in Review

Symphony Financial increased its Palo Alto Networks (PANW) stake by 7.9% in Q2 2026, buying an estimated $153K and bringing the position to 9,084 shares worth $3.03M. The position accounts for 0.33% of the portfolio, ranked #70.

Symphony Financial first reported a position in PANW in Q4 2020 and has held it in 22 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Symphony Financial held 9,084 shares of Palo Alto Networks worth $3.03M as of Q2 2026.
  • Symphony Financial bought 668 Palo Alto Networks shares in Q2 2026, an estimated $153K.
  • Palo Alto Networks made up 0.33% of Symphony Financial's portfolio in Q2 2026, its #70 holding.
  • Symphony Financial first reported a position in Palo Alto Networks in Q4 2020 and has held it in 22 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.