UP Strategic Wealth Investment Advisors’s Palo Alto Networks PANW Stock Holding History

UP Strategic Wealth Investment Advisors’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	$208K	Buy	+574	New	+$131K	0.12%	98

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

UP Strategic Wealth Investment Advisors's PANW Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 574 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #98 among its holdings.

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

UP Strategic Wealth Investment Advisors held 574 shares of Palo Alto Networks worth $208K as of Q2 2026.
Palo Alto Networks was a new UP Strategic Wealth Investment Advisors position in Q2 2026.
Palo Alto Networks made up 0.12% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #98 holding.
2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.