UWP
PANW icon

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

Uniting 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 		$688K Sell
2,017
-2,436
-55% -$558K 0.14% 97
2026
Q1 		$714K Buy
4,453
+1,328
+42% +$223K 0.15% 90
2025
Q4 		$576K Buy
3,125
+2
+0.1% +$403 0.18% 73
2025
Q3 		$636K Buy
3,123
+113
+4% +$21.6K 0.15% 86
2025
Q2 		$616K Hold
3,010
– – 0.24% 49
2025
Q1 		$514K Hold
3,010
– – 0.26% 45
2024
Q4 		$548K Buy
+3,010
New +$569K 0.26% 45

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 $3.38T AUM 44.17% 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

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

Uniting Wealth Partners reduced its Palo Alto Networks (PANW) stake by 55% in Q2 2026, selling an estimated $558K and leaving 2,017 shares worth $688K. The position accounts for 0.14% of the portfolio, ranked #97.

Uniting Wealth Partners first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $714K in Q1 2026. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Uniting Wealth Partners held 2,017 shares of Palo Alto Networks worth $688K as of Q2 2026.
  • Uniting Wealth Partners sold 2,436 Palo Alto Networks shares in Q2 2026, an estimated $558K.
  • Palo Alto Networks made up 0.14% of Uniting Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Uniting Wealth Partners first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Palo Alto Networks position peaked at $714K in Q1 2026.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.