WealthPLAN Partners’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$371K Buy
+1,087
New +$249K 0.07% 180
2024
Q3
Sell
-1,284
Closed -$218K 285
2024
Q2
$218K Buy
+1,284
New +$192K 0.02% 284
2023
Q3
Sell
-36
Closed -$4.6K 884
2023
Q2
$4.6K Hold
36
﹤0.01% 929
2023
Q1
$3.6K Buy
+36
New +$3.05K ﹤0.01% 1043
2016
Q3
$22.4K Sell
840
-30
-3% -$684 0.01% 464
2016
Q2
$16.6K Buy
+870
New +$20.1K ﹤0.01% 1505
2015
Q4
$3.52K Buy
+120
New +$3.46K ﹤0.01% 1411

Other funds holding PANW

WealthPLAN Partners's PANW Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,087 shares worth $371K. The stake represents 0.07% of the portfolio and ranks #180 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in PANW as recently as Q2 2024.

WealthPLAN Partners first reported a position in PANW in Q4 2015 and has held it in 7 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • WealthPLAN Partners held 1,087 shares of Palo Alto Networks worth $371K as of Q2 2026.
  • Palo Alto Networks was a new WealthPLAN Partners position in Q2 2026.
  • Palo Alto Networks made up 0.07% of WealthPLAN Partners's portfolio in Q2 2026, its #180 holding.
  • WealthPLAN Partners first reported a position in Palo Alto Networks in Q4 2015 and has held it in 7 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.