VPWA
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Vestia Personal Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Vestia Personal Wealth 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 		$318K Buy
+933
New +$214K 0.12% 87
2025
Q4 		– Sell
-1,071
Closed -$218K – 103
2025
Q3 		$218K Sell
1,071
-1
-0.1% -$191 0.13% 93
2025
Q2 		$219K Buy
+1,072
New +$199K 0.15% 92

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 $3.37T AUM 44.26% 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

Vestia Personal Wealth Advisors's PANW Position: Q2 2026 in Review

Vestia Personal Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 933 shares worth $318K. The stake represents 0.12% of the portfolio and ranks #87 among its holdings. This is a return to the name: Vestia Personal Wealth Advisors previously reported a position in PANW as recently as Q3 2025.

Vestia Personal Wealth Advisors first reported a position in PANW in Q2 2025 and has held it in 3 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Vestia Personal Wealth Advisors held 933 shares of Palo Alto Networks worth $318K as of Q2 2026.
  • Palo Alto Networks was a new Vestia Personal Wealth Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.12% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Vestia Personal Wealth Advisors first reported a position in Palo Alto Networks in Q2 2025 and has held it in 3 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.