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Wealth Alliance’s Palo Alto Networks PANW Stock Holding History

Wealth Alliance’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 		$2.96M Sell
8,678
-1,019
-11% -$233K 0.25% 79
2026
Q1 		$1.55M Buy
9,697
+962
+11% +$162K 0.15% 128
2025
Q4 		$1.61M Sell
8,735
-89
-1% -$18K 0.16% 123
2025
Q3 		$1.8M Buy
8,824
+438
+5% +$83.8K 0.18% 99
2025
Q2 		$1.72M Buy
8,386
+150
+2% +$27.9K 0.19% 99
2025
Q1 		$1.41M Sell
8,236
-266
-3% -$49.2K 0.17% 116
2024
Q4 		$1.55M Sell
8,502
-646
-7% -$122K 0.19% 109
2024
Q3 		$1.56M Sell
9,148
-198
-2% -$33.3K 0.19% 109
2024
Q2 		$1.58M Sell
9,346
-1,228
-12% -$184K 0.2% 94
2024
Q1 		$1.5M Sell
10,574
-980
-8% -$155K 0.2% 108
2023
Q4 		$1.7M Buy
11,554
+142
+1% +$19K 0.24% 89
2023
Q3 		$1.34M Sell
11,412
-2,676
-19% -$317K 0.21% 102
2023
Q2 		$1.8M Sell
14,088
-1,838
-12% -$191K 0.27% 76
2023
Q1 		$1.59M Buy
15,926
+2,690
+20% +$228K 0.26% 87
2022
Q4 		$923K Sell
13,236
-2,940
-18% -$236K 0.16% 144
2022
Q3 		$1.32M Buy
16,176
+1,158
+8% +$100K 0.26% 80
2022
Q2 		$1.24M Buy
15,018
+4,014
+36% +$356K 0.24% 98
2022
Q1 		$1.14M Buy
11,004
+1,746
+19% +$156K 0.23% 96
2021
Q4 		$859K Buy
9,258
+78
+0.8% +$6.75K 0.17% 130
2021
Q3 		$733K Buy
9,180
+114
+1% +$8.01K 0.16% 141
2021
Q2 		$561K Buy
9,066
+198
+2% +$11.7K 0.13% 178
2021
Q1 		$476K Buy
8,868
+504
+6% +$30K 0.13% 182
2020
Q4 		$495K Buy
8,364
+102
+1% +$4.76K 0.15% 171
2020
Q3 		$337K Buy
+8,262
New +$344K 0.12% 208

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

Wealth Alliance's PANW Position: Q2 2026 in Review

Wealth Alliance reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $233K and leaving 8,678 shares worth $2.96M. The position accounts for 0.25% of the portfolio, ranked #79.

Wealth Alliance first reported a position in PANW in Q3 2020 and has held it in 24 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Wealth Alliance held 8,678 shares of Palo Alto Networks worth $2.96M as of Q2 2026.
  • Wealth Alliance sold 1,019 Palo Alto Networks shares in Q2 2026, an estimated $233K.
  • Palo Alto Networks made up 0.25% of Wealth Alliance's portfolio in Q2 2026, its #79 holding.
  • Wealth Alliance first reported a position in Palo Alto Networks in Q3 2020 and has held it in 24 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.