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Wealth Management Associates’s Palo Alto Networks PANW Stock Holding History

Wealth Management Associates’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 		$540K Sell
1,583
-79
-5% -$18.1K 0.15% 122
2026
Q1 		$266K Sell
1,662
-627
-27% -$105K 0.09% 198
2025
Q4 		$422K Buy
2,289
+19
+0.8% +$3.83K 0.15% 132
2025
Q3 		$462K Hold
2,270
– – 0.16% 115
2025
Q2 		$465K Hold
2,270
– – 0.18% 103
2025
Q1 		$387K Sell
2,270
-2
-0.1% -$370 0.17% 119
2024
Q4 		$413K Sell
2,272
-276
-11% -$52.1K 0.18% 109
2024
Q3 		$435K Buy
2,548
+110
+5% +$18.5K 0.19% 113
2024
Q2 		$413K Hold
2,438
– – 0.19% 101
2024
Q1 		$413K Sell
2,438
-282
-10% -$44.5K 0.19% 101
2023
Q4 		$401K Sell
2,720
-298
-10% -$39.8K 0.21% 101
2023
Q3 		$354K Buy
3,018
+220
+8% +$26K 0.21% 105
2023
Q2 		$357K Sell
2,798
-134
-5% -$13.9K 0.2% 101
2023
Q1 		$293K Buy
+2,932
New +$248K 0.18% 128
2022
Q4 		– Sell
-3,504
Closed -$287K – 193
2022
Q3 		$287K Buy
3,504
+390
+13% +$33.8K 0.2% 130
2022
Q2 		$256K Buy
3,114
+624
+25% +$55.3K 0.17% 144
2022
Q1 		$258K Buy
+2,490
New +$223K 0.15% 159

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 Management Associates's PANW Position: Q2 2026 in Review

Wealth Management Associates reduced its Palo Alto Networks (PANW) stake by 4.8% in Q2 2026, selling an estimated $18.1K and leaving 1,583 shares worth $540K. The position accounts for 0.15% of the portfolio, ranked #122.

Wealth Management Associates first reported a position in PANW in Q1 2022 and has held it in 17 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Wealth Management Associates held 1,583 shares of Palo Alto Networks worth $540K as of Q2 2026.
  • Wealth Management Associates sold 79 Palo Alto Networks shares in Q2 2026, an estimated $18.1K.
  • Palo Alto Networks made up 0.15% of Wealth Management Associates's portfolio in Q2 2026, its #122 holding.
  • Wealth Management Associates first reported a position in Palo Alto Networks in Q1 2022 and has held it in 17 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.