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Wellington-Altus USA’s Palo Alto Networks PANW Stock Holding History

Wellington-Altus USA’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 		$159K Buy
993
+150
+18% +$34.3K 0.11% 149
2026
Q1 		$287K Sell
843
-150
-15% -$25.2K 0.17% 122
2025
Q4 		$183K Buy
+993
New +$200K 0.14% 129

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

Wellington-Altus USA's PANW Position: Q2 2026 in Review

Wellington-Altus USA increased its Palo Alto Networks (PANW) stake by 18% in Q2 2026, buying an estimated $34.3K and bringing the position to 993 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #149.

Wellington-Altus USA first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. The position peaked at $287K in Q1 2026. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Wellington-Altus USA held 993 shares of Palo Alto Networks worth $159K as of Q2 2026.
  • Wellington-Altus USA bought 150 Palo Alto Networks shares in Q2 2026, an estimated $34.3K.
  • Palo Alto Networks made up 0.11% of Wellington-Altus USA's portfolio in Q2 2026, its #149 holding.
  • Wellington-Altus USA first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Palo Alto Networks position peaked at $287K in Q1 2026.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.