WBH Advisory’s Palo Alto Networks PANW Stock Holding History

WBH Advisory’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 Q3	$696K	Hold	1,752	–	–	0.05%	216
2026 Q2	$597K	Hold	1,752	–	–	0.04%	235
2026 Q1	$281K	Buy	1,752 +600	+52%	+$101K	0.02%	307
2025 Q4	$212K	Hold	1,152	–	–	0.02%	332
2025 Q3	$235K	Hold	1,152	–	–	0.02%	320
2025 Q2	$236K	Buy	+1,152	New	+$214K	0.02%	313
2025 Q1	–	Sell	-1,152	Closed	-$210K	–	335
2024 Q4	$210K	Buy	+1,152	New	+$218K	0.02%	310

Other funds holding PANW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

WBH Advisory's PANW Position: Q3 2026 in Review

WBH Advisory held its Palo Alto Networks (PANW) position steady in Q3 2026 at 1,752 shares worth $696K. The position accounts for 0.05% of the portfolio, ranked #216.

WBH Advisory first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,705 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

WBH Advisory held 1,752 shares of Palo Alto Networks worth $696K as of Q3 2026.
WBH Advisory left its Palo Alto Networks share count unchanged in Q3 2026.
Palo Alto Networks made up 0.05% of WBH Advisory's portfolio in Q3 2026, its #216 holding.
WBH Advisory first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
2,705 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.