Triad Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Triad Wealth Partners’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	$951K	Sell	2,740 -3,199	-54%	-$732K	0.06%	213
2026 Q1	$952K	Buy	5,939 +822	+16%	+$138K	0.08%	177
2025 Q4	$943K	Buy	5,117 +4,079	+393%	+$823K	0.09%	165
2025 Q3	$211K	Sell	1,038 -371	-26%	-$71K	0.03%	359
2025 Q2	$288K	Sell	1,409 -216	-13%	-$40.1K	0.06%	223
2025 Q1	$277K	Sell	1,625 -13	-0.8%	-$2.4K	0.09%	174
2024 Q4	$298K	Buy	+1,638	New	+$309K	0.11%	136
2024 Q3	–	Sell	-2,024	Closed	-$343K	–	643
2024 Q2	$343K	Buy	+2,024	New	+$303K	0.18%	56

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

Triad Wealth Partners's PANW Position: Q2 2026 in Review

Triad Wealth Partners reduced its Palo Alto Networks (PANW) stake by 54% in Q2 2026, selling an estimated $732K and leaving 2,740 shares worth $951K. The position accounts for 0.06% of the portfolio, ranked #213.

Triad Wealth Partners first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $952K in Q1 2026. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Triad Wealth Partners held 2,740 shares of Palo Alto Networks worth $951K as of Q2 2026.
Triad Wealth Partners sold 3,199 Palo Alto Networks shares in Q2 2026, an estimated $732K.
Palo Alto Networks made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #213 holding.
Triad Wealth Partners first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Palo Alto Networks position peaked at $952K in Q1 2026.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.