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Wagner Wealth Management (South Carolina)’s Palo Alto Networks PANW Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$584K Sell
1,712
-86
-5% -$19.7K 0.11% 87
2026
Q1 		$288K Buy
1,798
+104
+6% +$17.5K 0.06% 113
2025
Q4 		$312K Buy
1,694
+236
+16% +$47.6K 0.07% 103
2025
Q3 		$297K Buy
1,458
+86
+6% +$16.5K 0.07% 101
2025
Q2 		$281K Buy
1,372
+81
+6% +$15K 0.06% 104
2025
Q1 		$220K Buy
1,291
+33
+3% +$6.1K 0.05% 107
2024
Q4 		$229K Buy
+1,258
New +$238K 0.06% 100
2022
Q4 		– Sell
-138
Closed -$11K – 572
2022
Q3 		$11K Hold
138
– – 0.01% 414
2022
Q2 		$11K Buy
+138
New +$12.2K 0.01% 427
2018
Q3 		$39K Hold
1,032
– – 0.03% 273
2018
Q2 		$35K Hold
1,032
– – 0.03% 260
2018
Q1 		$31K Hold
1,032
– – 0.02% 257
2017
Q4 		$27K Buy
+1,032
New +$25.1K 0.02% 268

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

Wagner Wealth Management (South Carolina)'s PANW Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Palo Alto Networks (PANW) stake by 4.8% in Q2 2026, selling an estimated $19.7K and leaving 1,712 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #87.

Wagner Wealth Management (South Carolina) first reported a position in PANW in Q4 2017 and has held it in 13 quarters since. 2,882 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 1,712 shares of Palo Alto Networks worth $584K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 86 Palo Alto Networks shares in Q2 2026, an estimated $19.7K.
  • Palo Alto Networks made up 0.11% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #87 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Palo Alto Networks in Q4 2017 and has held it in 13 quarters since.
  • 2,882 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.