Valley Wealth Managers’s Palo Alto Networks PANW Stock Holding History

Valley Wealth Managers’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	$1.63M	Buy	4,788 +845	+21%	+$193K	0.09%	128
2026 Q1	$632K	Sell	3,943 -58	-1%	-$9.74K	0.04%	154
2025 Q4	$737K	Buy	4,001 +109	+3%	+$22K	0.05%	144
2025 Q3	$792K	Buy	3,892 +541	+16%	+$104K	0.05%	134
2025 Q2	$686K	Sell	3,351 -941	-22%	-$175K	0.05%	141
2025 Q1	$732K	Buy	4,292 +80	+2%	+$14.8K	0.06%	136
2024 Q4	$766K	Buy	4,212 +344	+9%	+$65K	0.06%	137
2024 Q3	$661K	Buy	+3,868	New	+$651K	0.05%	143

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

Valley Wealth Managers's PANW Position: Q2 2026 in Review

Valley Wealth Managers increased its Palo Alto Networks (PANW) stake by 21% in Q2 2026, buying an estimated $193K and bringing the position to 4,788 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #128.

Valley Wealth Managers first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Valley Wealth Managers held 4,788 shares of Palo Alto Networks worth $1.63M as of Q2 2026.
Valley Wealth Managers bought 845 Palo Alto Networks shares in Q2 2026, an estimated $193K.
Palo Alto Networks made up 0.09% of Valley Wealth Managers's portfolio in Q2 2026, its #128 holding.
Valley Wealth Managers first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.