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Wellington Shields & Co’s Palo Alto Networks PANW Stock Holding History

Wellington Shields & Co’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 		$5.09M Sell
14,923
-3,680
-20% -$842K 1.14% 16
2026
Q1 		$2.98M Buy
18,603
+3,641
+24% +$612K 0.76% 29
2025
Q4 		$2.76M Buy
14,962
+2,333
+18% +$471K 0.68% 34
2025
Q3 		$2.57M Buy
12,629
+472
+4% +$90.4K 0.67% 32
2025
Q2 		$2.49M Buy
12,157
+9
+0.1% +$1.67K 0.7% 31
2025
Q1 		$2.07M Buy
12,148
+816
+7% +$151K 0.65% 36
2024
Q4 		$2.06M Sell
11,332
-350
-3% -$66.1K 0.63% 35
2024
Q3 		$2M Buy
11,682
+1,532
+15% +$258K 0.61% 31
2024
Q2 		$1.72M Buy
10,150
+14
+0.1% +$2.09K 0.56% 38
2024
Q1 		$1.44M Buy
10,136
+2,678
+36% +$422K 0.48% 48
2023
Q4 		$1.1M Buy
7,458
+76
+1% +$10.2K 0.41% 56
2023
Q3 		$865K Buy
7,382
+908
+14% +$107K 0.22% 68
2023
Q2 		$827K Buy
6,474
+294
+5% +$30.6K 0.19% 77
2023
Q1 		$617K Buy
6,180
+4,208
+213% +$357K 0.14% 98
2022
Q4 		$138K Buy
1,972
+950
+93% +$76.3K 0.03% 230
2022
Q3 		$84K Buy
1,022
+230
+29% +$19.9K 0.04% 232
2022
Q2 		$65K Buy
+792
New +$70.2K 0.02% 246
2020
Q1 		– Sell
-9,600
Closed -$370K – 171
2019
Q4 		$370K Buy
+9,600
New +$363K 0.16% 120
2019
Q2 		– Sell
-6,600
Closed -$267K – 178
2019
Q1 		$267K Buy
+6,600
New +$245K 0.14% 135

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 Shields & Co's PANW Position: Q2 2026 in Review

Wellington Shields & Co reduced its Palo Alto Networks (PANW) stake by 20% in Q2 2026, selling an estimated $842K and leaving 14,923 shares worth $5.09M. The position accounts for 1.14% of the portfolio, ranked #16.

Wellington Shields & Co first reported a position in PANW in Q1 2019 and has held it in 19 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Wellington Shields & Co held 14,923 shares of Palo Alto Networks worth $5.09M as of Q2 2026.
  • Wellington Shields & Co sold 3,680 Palo Alto Networks shares in Q2 2026, an estimated $842K.
  • Palo Alto Networks made up 1.14% of Wellington Shields & Co's portfolio in Q2 2026, its #16 holding.
  • Wellington Shields & Co first reported a position in Palo Alto Networks in Q1 2019 and has held it in 19 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.