Watershed Private Wealth’s Palo Alto Networks PANW Stock Holding History

Watershed Private Wealth’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	$401K	Buy	+1,175	New	+$269K	0.11%	92
2026 Q1	–	Sell	-1,685	Closed	-$310K	–	122
2025 Q4	$310K	Hold	1,685	–	–	0.09%	99
2025 Q3	$343K	Hold	1,685	–	–	0.11%	87
2025 Q2	$345K	Sell	1,685 -25	-1%	-$4.64K	0.13%	80
2025 Q1	$292K	Sell	1,710 -14	-0.8%	-$2.59K	0.12%	95
2024 Q4	$314K	Hold	1,724	–	–	0.12%	86
2024 Q3	$295K	Hold	1,724	–	–	0.12%	89
2024 Q2	$292K	Buy	+1,724	New	+$258K	0.12%	93

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

Watershed Private Wealth's PANW Position: Q2 2026 in Review

Watershed Private Wealth opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,175 shares worth $401K. The stake represents 0.11% of the portfolio and ranks #92 among its holdings. This is a return to the name: Watershed Private Wealth previously reported a position in PANW as recently as Q4 2025.

Watershed Private Wealth first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. 2,882 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Watershed Private Wealth held 1,175 shares of Palo Alto Networks worth $401K as of Q2 2026.
Palo Alto Networks was a new Watershed Private Wealth position in Q2 2026.
Palo Alto Networks made up 0.11% of Watershed Private Wealth's portfolio in Q2 2026, its #92 holding.
Watershed Private Wealth first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
2,882 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.