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

Tandem 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	$2.01M	Buy	5,881 +170	+3%	+$38.9K	0.8%	17
2026 Q1	$916K	Buy	5,711 +1,581	+38%	+$266K	0.41%	26
2025 Q4	$761K	Buy	4,130 +783	+23%	+$158K	0.34%	26
2025 Q3	$682K	Buy	3,347 +1,089	+48%	+$208K	0.32%	26
2025 Q2	$462K	Buy	2,258 +1,033	+84%	+$192K	0.23%	31
2025 Q1	$209K	Buy	+1,225	New	+$227K	0.11%	53

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

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

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

Tandem Wealth Advisors increased its Palo Alto Networks (PANW) stake by 3% in Q2 2026, buying an estimated $38.9K and bringing the position to 5,881 shares worth $2.01M. The position accounts for 0.8% of the portfolio, ranked #17.

Tandem Wealth Advisors first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Tandem Wealth Advisors held 5,881 shares of Palo Alto Networks worth $2.01M as of Q2 2026.
Tandem Wealth Advisors bought 170 Palo Alto Networks shares in Q2 2026, an estimated $38.9K.
Palo Alto Networks made up 0.8% of Tandem Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Tandem Wealth Advisors first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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