WETS
PANW icon

Wealth Enhancement Trust Services’s Palo Alto Networks PANW Stock Holding History

Wealth Enhancement Trust Services’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 		$5.41M Sell
15,868
-672
-4% -$154K 0.6% 41
2026
Q1 		$2.65M Buy
16,540
+1,147
+7% +$193K 0.32% 74
2025
Q4 		$2.84M Buy
+15,393
New +$3.11M 0.36% 57

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Trust Services's PANW Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Palo Alto Networks (PANW) stake by 4.1% in Q2 2026, selling an estimated $154K and leaving 15,868 shares worth $5.41M. The position accounts for 0.6% of the portfolio, ranked #41.

Wealth Enhancement Trust Services first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,297 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Wealth Enhancement Trust Services held 15,868 shares of Palo Alto Networks worth $5.41M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 672 Palo Alto Networks shares in Q2 2026, an estimated $154K.
  • Palo Alto Networks made up 0.6% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #41 holding.
  • Wealth Enhancement Trust Services first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.