Walled Lake Planning & Wealth Management’s Palo Alto Networks PANW Stock Holding History

Walled Lake Planning & Wealth Management’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	$328K	Buy	+963	New	+$220K	0.08%	103
2025 Q3	–	Sell	-1,003	Closed	-$205K	–	149
2025 Q2	$205K	Buy	+1,003	New	+$186K	0.07%	133
2025 Q1	–	Sell	-1,136	Closed	-$207K	–	136
2024 Q4	$207K	Buy	+1,136	New	+$215K	0.08%	125
2021 Q4	–	Sell	-1,674	Closed	-$134K	–	252
2021 Q3	$134K	Hold	1,674	–	–	0.08%	99
2021 Q2	$104K	Hold	1,674	–	–	0.07%	110
2021 Q1	$90K	Hold	1,674	–	–	0.06%	115
2020 Q4	$99K	Hold	1,674	–	–	0.08%	102
2020 Q3	$68K	Hold	1,674	–	–	0.06%	110
2020 Q2	$64K	Hold	1,674	–	–	0.05%	100
2020 Q1	$46K	Buy	+1,674	New	+$58.4K	0.04%	104

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

Walled Lake Planning & Wealth Management's PANW Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 963 shares worth $328K. The stake represents 0.08% of the portfolio and ranks #103 among its holdings. This is a return to the name: Walled Lake Planning & Wealth Management previously reported a position in PANW as recently as Q2 2025.

Walled Lake Planning & Wealth Management first reported a position in PANW in Q1 2020 and has held it in 10 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Walled Lake Planning & Wealth Management held 963 shares of Palo Alto Networks worth $328K as of Q2 2026.
Palo Alto Networks was a new Walled Lake Planning & Wealth Management position in Q2 2026.
Palo Alto Networks made up 0.08% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #103 holding.
Walled Lake Planning & Wealth Management first reported a position in Palo Alto Networks in Q1 2020 and has held it in 10 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.