WealthShield Partners’s Palo Alto Networks PANW Stock Holding History

WealthShield Partners’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	$5.34M	Sell	15,673 -2,514	-14%	-$575K	0.82%	34
2026 Q1	$2.92M	Buy	18,187 +1,559	+9%	+$262K	0.32%	83
2025 Q4	$3.06M	Buy	16,628 +1,908	+13%	+$385K	0.34%	81
2025 Q3	$3M	Buy	14,720 +628	+4%	+$120K	0.34%	85
2025 Q2	$2.88M	Sell	14,092 -11,234	-44%	-$2.09M	0.35%	81
2025 Q1	$4.32M	Buy	25,326 +2,565	+11%	+$474K	0.55%	49
2024 Q4	$4.14M	Sell	22,761 -617	-3%	-$117K	0.59%	44
2024 Q3	$4M	Buy	23,378 +1,610	+7%	+$271K	0.54%	47
2024 Q2	$3.69M	Buy	21,768 +54	+0.2%	+$8.08K	0.56%	45
2024 Q1	$3.08M	Buy	21,714 +1,142	+6%	+$180K	0.5%	53
2023 Q4	$3.03M	Buy	+20,572	New	+$2.75M	0.5%	53
2021 Q3	–	Sell	-438	Closed	-$27K	–	575
2021 Q2	$27K	Hold	438	–	–	﹤0.01%	607
2021 Q1	$24K	Buy	+438	New	+$26K	﹤0.01%	628

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

WealthShield Partners's PANW Position: Q2 2026 in Review

WealthShield Partners reduced its Palo Alto Networks (PANW) stake by 14% in Q2 2026, selling an estimated $575K and leaving 15,673 shares worth $5.34M. The position accounts for 0.82% of the portfolio, ranked #34.

WealthShield Partners first reported a position in PANW in Q1 2021 and has held it in 13 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

WealthShield Partners held 15,673 shares of Palo Alto Networks worth $5.34M as of Q2 2026.
WealthShield Partners sold 2,514 Palo Alto Networks shares in Q2 2026, an estimated $575K.
Palo Alto Networks made up 0.82% of WealthShield Partners's portfolio in Q2 2026, its #34 holding.
WealthShield Partners first reported a position in Palo Alto Networks in Q1 2021 and has held it in 13 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.