Total Wealth Planning & Management’s Palo Alto Networks PANW Stock Holding History

Total Wealth Planning & Management’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	$283K	Buy	+830	New	+$190K	0.19%	175

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

Total Wealth Planning & Management's PANW Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 830 shares worth $283K. The stake represents 0.19% of the portfolio and ranks #175 among its holdings.

2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Total Wealth Planning & Management held 830 shares of Palo Alto Networks worth $283K as of Q2 2026.
Palo Alto Networks was a new Total Wealth Planning & Management position in Q2 2026.
Palo Alto Networks made up 0.19% of Total Wealth Planning & Management's portfolio in Q2 2026, its #175 holding.
2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.