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WBI Investments’s Palo Alto Networks PANW Stock Holding History

WBI Investments’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 		$565K Buy
+1,656
New +$379K 0.14% 187
2024
Q4 		– Sell
-17,258
Closed -$2.95M – 269
2024
Q3 		$2.95M Sell
17,258
-21,608
-56% -$3.64M 0.71% 34
2024
Q2 		$6.59M Buy
+38,866
New +$5.81M 1.6% 10

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

WBI Investments's PANW Position: Q2 2026 in Review

WBI Investments opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,656 shares worth $565K. The stake represents 0.14% of the portfolio and ranks #187 among its holdings. This is a return to the name: WBI Investments previously reported a position in PANW as recently as Q3 2024.

WBI Investments first reported a position in PANW in Q2 2024 and has held it in 3 quarters since. The position peaked at $6.59M in Q2 2024. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • WBI Investments held 1,656 shares of Palo Alto Networks worth $565K as of Q2 2026.
  • Palo Alto Networks was a new WBI Investments position in Q2 2026.
  • Palo Alto Networks made up 0.14% of WBI Investments's portfolio in Q2 2026, its #187 holding.
  • WBI Investments first reported a position in Palo Alto Networks in Q2 2024 and has held it in 3 quarters since.
  • WBI Investments's Palo Alto Networks position peaked at $6.59M in Q2 2024.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.