WWA
PANW icon

WCG Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

WCG Wealth Advisors’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 		$8.02M Sell
23,504
-5,472
-19% -$1.25M 0.19% 120
2026
Q1 		$4.65M Sell
28,976
-4,840
-14% -$813K 0.13% 165
2025
Q4 		$6.23M Buy
33,816
+21,453
+174% +$4.33M 0.17% 125
2025
Q3 		$2.52M Buy
12,363
+802
+7% +$154K 0.16% 131
2025
Q2 		$2.37M Sell
11,561
-3,846
-25% -$714K 0.15% 143
2025
Q1 		$2.63M Buy
15,407
+648
+4% +$120K 0.2% 124
2024
Q4 		$2.69M Buy
+14,759
New +$2.79M 0.18% 121

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's PANW Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 19% in Q2 2026, selling an estimated $1.25M and leaving 23,504 shares worth $8.02M. The position accounts for 0.19% of the portfolio, ranked #120.

WCG Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • WCG Wealth Advisors held 23,504 shares of Palo Alto Networks worth $8.02M as of Q2 2026.
  • WCG Wealth Advisors sold 5,472 Palo Alto Networks shares in Q2 2026, an estimated $1.25M.
  • Palo Alto Networks made up 0.19% of WCG Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • WCG Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.