Vertrix Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.8M Sell
5,290
-2,217
-30% -$507K 0.61% 49
2026
Q1
$1.2M Buy
+7,507
New +$1.26M 0.44% 53

Other funds holding PANW

Vertrix Wealth Management's PANW Position: Q2 2026 in Review

Vertrix Wealth Management reduced its Palo Alto Networks (PANW) stake by 30% in Q2 2026, selling an estimated $507K and leaving 5,290 shares worth $1.8M. The position accounts for 0.61% of the portfolio, ranked #49.

Vertrix Wealth Management first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 2,884 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Vertrix Wealth Management held 5,290 shares of Palo Alto Networks worth $1.8M as of Q2 2026.
  • Vertrix Wealth Management sold 2,217 Palo Alto Networks shares in Q2 2026, an estimated $507K.
  • Palo Alto Networks made up 0.61% of Vertrix Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Vertrix Wealth Management first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • 2,884 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.