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Wealth Dimensions Group’s Palo Alto Networks PANW Stock Holding History

Wealth Dimensions Group’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 		$444K Buy
1,301
+44
+4% +$10.1K 0.08% 118
2026
Q1 		$201K Sell
1,257
-17
-1% -$2.86K 0.04% 169
2025
Q4 		$235K Sell
1,274
-10
-0.8% -$2.02K 0.05% 149
2025
Q3 		$261K Buy
1,284
+151
+13% +$28.9K 0.05% 153
2025
Q2 		$232K Buy
+1,133
New +$210K 0.05% 154

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 Dimensions Group's PANW Position: Q2 2026 in Review

Wealth Dimensions Group increased its Palo Alto Networks (PANW) stake by 3.5% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,301 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #118.

Wealth Dimensions Group first reported a position in PANW in Q2 2025 and has held it in 5 quarters since. 2,898 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Wealth Dimensions Group held 1,301 shares of Palo Alto Networks worth $444K as of Q2 2026.
  • Wealth Dimensions Group bought 44 Palo Alto Networks shares in Q2 2026, an estimated $10.1K.
  • Palo Alto Networks made up 0.08% of Wealth Dimensions Group's portfolio in Q2 2026, its #118 holding.
  • Wealth Dimensions Group first reported a position in Palo Alto Networks in Q2 2025 and has held it in 5 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.