UAG
PANW icon

United Advisor Group’s Palo Alto Networks PANW Stock Holding History

United Advisor Group’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 		$1.39M Buy
4,083
+1,848
+83% +$423K 0.15% 163
2026
Q1 		$358K Buy
2,235
+971
+77% +$163K 0.04% 352
2025
Q4 		$233K Sell
1,264
-782
-38% -$158K 0.03% 442
2025
Q3 		$417K Buy
+2,046
New +$392K 0.06% 299

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

United Advisor Group's PANW Position: Q2 2026 in Review

United Advisor Group increased its Palo Alto Networks (PANW) stake by 83% in Q2 2026, buying an estimated $423K and bringing the position to 4,083 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #163.

United Advisor Group first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. 2,899 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • United Advisor Group held 4,083 shares of Palo Alto Networks worth $1.39M as of Q2 2026.
  • United Advisor Group bought 1,848 Palo Alto Networks shares in Q2 2026, an estimated $423K.
  • Palo Alto Networks made up 0.15% of United Advisor Group's portfolio in Q2 2026, its #163 holding.
  • United Advisor Group first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
  • 2,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.