Wealthcare Capital Management’s Palo Alto Networks PANW Stock Holding History

Wealthcare Capital Management’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	$298K	Buy	+874	New	+$200K	0.03%	87
2021 Q2	–	Sell	-750	Closed	-$40K	–	495
2021 Q1	$40K	Buy	+750	New	+$44.6K	﹤0.01%	158
2020 Q2	–	Sell	-750	Closed	-$20K	–	187
2020 Q1	$20K	Sell	750 -60	-7%	-$2.09K	﹤0.01%	133
2019 Q4	$31K	Buy	810 +60	+8%	+$2.27K	﹤0.01%	132
2019 Q3	$25K	Hold	750	–	–	﹤0.01%	124
2019 Q2	$25K	Hold	750	–	–	﹤0.01%	120
2019 Q1	$30K	Hold	750	–	–	﹤0.01%	115
2018 Q4	$24K	Hold	750	–	–	﹤0.01%	120
2018 Q3	$28K	Hold	750	–	–	﹤0.01%	113
2018 Q2	$26K	Buy	750 +300	+67%	+$10K	﹤0.01%	110
2018 Q1	$14K	Hold	450	–	–	﹤0.01%	130
2017 Q4	$11K	Hold	450	–	–	﹤0.01%	134
2017 Q3	$11K	Hold	450	–	–	﹤0.01%	128
2017 Q2	$10K	Hold	450	–	–	﹤0.01%	126
2017 Q1	$8K	Hold	450	–	–	﹤0.01%	132
2016 Q4	$9K	Buy	+450	New	+$10.8K	﹤0.01%	128
2015 Q2	–	Sell	-672	Closed	-$16K	–	729
2015 Q1	$16K	Buy	+672	New	+$15K	﹤0.01%	439

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wealthcare Capital Management's PANW Position: Q2 2026 in Review

Wealthcare Capital Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 874 shares worth $298K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings. This is a return to the name: Wealthcare Capital Management previously reported a position in PANW as recently as Q1 2021.

Wealthcare Capital Management first reported a position in PANW in Q1 2015 and has held it in 17 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Wealthcare Capital Management held 874 shares of Palo Alto Networks worth $298K as of Q2 2026.
Palo Alto Networks was a new Wealthcare Capital Management position in Q2 2026.
Palo Alto Networks made up 0.03% of Wealthcare Capital Management's portfolio in Q2 2026, its #87 holding.
Wealthcare Capital Management first reported a position in Palo Alto Networks in Q1 2015 and has held it in 17 quarters since.
2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.