USA Financial Formulas’s Palo Alto Networks PANW Stock Holding History

USA Financial Formulas’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	$52.2K	Buy	153 +150	+5,000%	+$34.3K	0.01%	273
2026 Q1	$481	Hold	3	–	–	﹤0.01%	390
2025 Q4	$553	Buy	+3	New	+$605	﹤0.01%	359
2024 Q4	–	Sell	-7,894	Closed	-$1.35M	–	346
2024 Q3	$1.35M	Buy	+7,894	New	+$1.33M	0.21%	37
2024 Q2	–	Sell	-6,046	Closed	-$859K	–	362
2024 Q1	$859K	Sell	6,046 -9,330	-61%	-$1.47M	0.14%	83
2023 Q4	$2.27M	Buy	15,376 +13,620	+776%	+$1.82M	0.4%	27
2023 Q3	$206K	Buy	+1,756	New	+$208K	0.31%	90

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 $3.38T AUM 44.17% 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

USA Financial Formulas's PANW Position: Q2 2026 in Review

USA Financial Formulas increased its Palo Alto Networks (PANW) stake by 5,000% in Q2 2026, buying an estimated $34.3K and bringing the position to 153 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #273.

USA Financial Formulas first reported a position in PANW in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.27M in Q4 2023. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

USA Financial Formulas held 153 shares of Palo Alto Networks worth $52.2K as of Q2 2026.
USA Financial Formulas bought 150 Palo Alto Networks shares in Q2 2026, an estimated $34.3K.
Palo Alto Networks made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #273 holding.
USA Financial Formulas first reported a position in Palo Alto Networks in Q3 2023 and has held it in 7 quarters since.
USA Financial Formulas's Palo Alto Networks position peaked at $2.27M in Q4 2023.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.