WE
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Wealth Effects’s Palo Alto Networks PANW Stock Holding History

Wealth Effects’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 		$640K Buy
1,878
+93
+5% +$21.3K 0.17% 106
2026
Q1 		$286K Buy
1,785
+620
+53% +$104K 0.1% 164
2025
Q4 		$215K Hold
1,165
– – 0.07% 191
2025
Q3 		$237K Buy
1,165
+85
+8% +$16.3K 0.08% 184
2025
Q2 		$221K Buy
+1,080
New +$201K 0.08% 186
2025
Q1 		– Sell
-2,096
Closed -$381K – 215
2024
Q4 		$381K Sell
2,096
-14
-0.7% -$2.65K 0.14% 135
2024
Q3 		$361K Buy
2,110
+140
+7% +$23.6K 0.13% 142
2024
Q2 		$334K Buy
+1,970
New +$295K 0.12% 139

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 Effects's PANW Position: Q2 2026 in Review

Wealth Effects increased its Palo Alto Networks (PANW) stake by 5.2% in Q2 2026, buying an estimated $21.3K and bringing the position to 1,878 shares worth $640K. The position accounts for 0.17% of the portfolio, ranked #106.

Wealth Effects first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Wealth Effects held 1,878 shares of Palo Alto Networks worth $640K as of Q2 2026.
  • Wealth Effects bought 93 Palo Alto Networks shares in Q2 2026, an estimated $21.3K.
  • Palo Alto Networks made up 0.17% of Wealth Effects's portfolio in Q2 2026, its #106 holding.
  • Wealth Effects first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.