Tradition Wealth Management’s Palo Alto Networks PANW Stock Holding History

Tradition Wealth 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	$2.23M	Sell	6,530 -114	-2%	-$26.1K	0.14%	145
2026 Q1	$1.07M	Sell	6,644 -894	-12%	-$150K	0.08%	190
2025 Q4	$1.39M	Buy	7,538 +81	+1%	+$16.3K	0.1%	167
2025 Q3	$1.52M	Buy	7,457 +533	+8%	+$102K	0.11%	153
2025 Q2	$1.42M	Buy	6,924 +40	+0.6%	+$7.43K	0.11%	152
2025 Q1	$1.17M	Buy	6,884 +32	+0.5%	+$5.92K	0.1%	159
2024 Q4	$1.25M	Sell	6,852 -474	-6%	-$89.5K	0.11%	149
2024 Q3	$1.25M	Sell	7,326 -360	-5%	-$60.6K	0.11%	154
2024 Q2	$1.3M	Buy	7,686 +870	+13%	+$130K	0.13%	135
2024 Q1	$968K	Buy	6,816 +882	+15%	+$139K	0.1%	154
2023 Q4	$875K	Buy	5,934 +12	+0.2%	+$1.6K	0.09%	136
2023 Q3	$694K	Buy	5,922 +76	+1%	+$8.99K	0.08%	142
2023 Q2	$747K	Buy	5,846 +5,396	+1,199%	+$561K	0.09%	140
2023 Q1	$45K	Buy	450 +40	+10%	+$3.39K	0.01%	638
2022 Q4	$29K	Buy	410 +2	+0.5%	+$161	﹤0.01%	669
2022 Q3	$33K	Sell	408 -180	-31%	-$15.6K	0.01%	628
2022 Q2	$48K	Hold	588	–	–	0.01%	466
2022 Q1	$61K	Sell	588 -60	-9%	-$5.37K	0.01%	467
2021 Q4	$60K	Buy	648 +240	+59%	+$20.8K	0.01%	495
2021 Q3	$33K	Hold	408	–	–	﹤0.01%	620
2021 Q2	$25K	Buy	408 +180	+79%	+$10.7K	﹤0.01%	705
2021 Q1	$12K	Hold	228	–	–	﹤0.01%	739
2020 Q4	$14K	Buy	+228	New	+$10.7K	﹤0.01%	662

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

Tradition Wealth Management's PANW Position: Q2 2026 in Review

Tradition Wealth Management reduced its Palo Alto Networks (PANW) stake by 1.7% in Q2 2026, selling an estimated $26.1K and leaving 6,530 shares worth $2.23M. The position accounts for 0.14% of the portfolio, ranked #145.

Tradition Wealth Management first reported a position in PANW in Q4 2020 and has held it in 23 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Tradition Wealth Management held 6,530 shares of Palo Alto Networks worth $2.23M as of Q2 2026.
Tradition Wealth Management sold 114 Palo Alto Networks shares in Q2 2026, an estimated $26.1K.
Palo Alto Networks made up 0.14% of Tradition Wealth Management's portfolio in Q2 2026, its #145 holding.
Tradition Wealth Management first reported a position in Palo Alto Networks in Q4 2020 and has held it in 23 quarters since.
2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.