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Wealthspire Advisors (New York)’s Palo Alto Networks PANW Stock Holding History

Wealthspire Advisors (New York)’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 		$8.8M Buy
25,801
+8,719
+51% +$2M 0.05% 188
2026
Q1 		$2.74M Sell
17,082
-2,831
-14% -$476K 0.02% 240
2025
Q4 		$3.67M Buy
19,913
+5,260
+36% +$1.06M 0.03% 192
2025
Q3 		$2.98M Sell
14,653
-434
-3% -$83.1K 0.02% 216
2025
Q2 		$3.09M Buy
15,087
+1,407
+10% +$261K 0.02% 219
2025
Q1 		$2.33M Sell
13,680
-62
-0.5% -$11.5K 0.01% 253
2024
Q4 		$2.5M Buy
13,742
+918
+7% +$173K 0.02% 222
2024
Q3 		$2.19M Buy
12,824
+436
+4% +$73.4K 0.02% 238
2024
Q2 		$2.1M Buy
12,388
+3,634
+42% +$544K 0.03% 198
2024
Q1 		$1.24M Buy
8,754
+150
+2% +$23.7K 0.02% 283
2023
Q4 		$1.27M Buy
8,604
+1,280
+17% +$171K 0.02% 273
2023
Q3 		$859K Buy
7,324
+1,084
+17% +$128K 0.01% 300
2023
Q2 		$797K Buy
6,240
+114
+2% +$11.9K 0.01% 291
2023
Q1 		$612K Sell
6,126
-354
-5% -$30K 0.01% 323
2022
Q4 		$452K Buy
6,480
+42
+0.7% +$3.37K 0.01% 384
2022
Q3 		$527K Hold
6,438
– – 0.01% 324
2022
Q2 		$530K Sell
6,438
-330
-5% -$29.3K 0.01% 307
2022
Q1 		$702K Sell
6,768
-30
-0.4% -$2.69K 0.02% 226
2021
Q4 		$631K Sell
6,798
-372
-5% -$32.2K 0.01% 284
2021
Q3 		$572K Buy
7,170
+510
+8% +$35.8K 0.01% 335
2021
Q2 		$412K Sell
6,660
-14,454
-68% -$856K 0.01% 248
2021
Q1 		$1.13M Buy
21,114
+14,304
+210% +$850K 0.03% 242
2020
Q4 		$403K Buy
+6,810
New +$318K 0.01% 348
2019
Q1 		– Sell
-84
Closed -$3K – 581
2018
Q4 		$3K Buy
+84
New +$2.62K ﹤0.01% 720

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s PANW Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Palo Alto Networks (PANW) stake by 51% in Q2 2026, buying an estimated $2M and bringing the position to 25,801 shares worth $8.8M. The position accounts for 0.05% of the portfolio, ranked #188.

Wealthspire Advisors (New York) first reported a position in PANW in Q4 2018 and has held it in 24 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Wealthspire Advisors (New York) held 25,801 shares of Palo Alto Networks worth $8.8M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 8,719 Palo Alto Networks shares in Q2 2026, an estimated $2M.
  • Palo Alto Networks made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #188 holding.
  • Wealthspire Advisors (New York) first reported a position in Palo Alto Networks in Q4 2018 and has held it in 24 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.