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

Walser 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	$1.06M	Sell	3,100 -1,591	-34%	-$364K	0.44%	55
2026 Q1	$752K	Buy	4,691 +1,692	+56%	+$284K	0.34%	55
2025 Q4	$552K	Buy	+2,999	New	+$605K	0.29%	59

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

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

Walser Wealth Management reduced its Palo Alto Networks (PANW) stake by 34% in Q2 2026, selling an estimated $364K and leaving 3,100 shares worth $1.06M. The position accounts for 0.44% of the portfolio, ranked #55.

Walser Wealth Management first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,883 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Walser Wealth Management held 3,100 shares of Palo Alto Networks worth $1.06M as of Q2 2026.
Walser Wealth Management sold 1,591 Palo Alto Networks shares in Q2 2026, an estimated $364K.
Palo Alto Networks made up 0.44% of Walser Wealth Management's portfolio in Q2 2026, its #55 holding.
Walser Wealth Management first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
2,883 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.