WCA
PANW icon

Westover Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Westover Capital Advisors’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 		$13.9M Sell
40,857
-2,264
-5% -$518K 2.31% 9
2026
Q1 		$6.91M Buy
43,121
+28,688
+199% +$4.82M 1.27% 22
2025
Q4 		$2.66M Sell
14,433
-59
-0.4% -$11.9K 0.48% 48
2025
Q3 		$2.95M Buy
14,492
+3,100
+27% +$593K 0.55% 44
2025
Q2 		$2.33M Buy
11,392
+1,779
+19% +$330K 0.47% 51
2025
Q1 		$1.64M Sell
9,613
-123
-1% -$22.7K 0.36% 62
2024
Q4 		$1.77M Sell
9,736
-62
-0.6% -$11.7K 0.39% 58
2024
Q3 		$1.67M Buy
9,798
+2,850
+41% +$480K 0.32% 69
2024
Q2 		$1.18M Buy
6,948
+2,058
+42% +$308K 0.3% 83
2024
Q1 		$695K Buy
4,890
+286
+6% +$45.1K 0.2% 93
2023
Q4 		$679K Buy
4,604
+130
+3% +$17.4K 0.22% 89
2023
Q3 		$524K Sell
4,474
-170
-4% -$20.1K 0.19% 98
2023
Q2 		$593K Buy
+4,644
New +$483K 0.21% 92
2020
Q1 		– Sell
-55,464
Closed -$2.14M – 142
2019
Q4 		$2.14M Sell
55,464
-1,212
-2% -$45.8K 0.96% 37
2019
Q3 		$1.93M Buy
56,676
+4,002
+8% +$142K 0.91% 39
2019
Q2 		$1.79M Buy
52,674
+4,518
+9% +$169K 0.88% 40
2019
Q1 		$1.95M Sell
48,156
-1,302
-3% -$48.3K 1.01% 39
2018
Q4 		$1.55M Buy
+49,458
New +$1.54M 0.97% 37

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

Westover Capital Advisors's PANW Position: Q2 2026 in Review

Westover Capital Advisors reduced its Palo Alto Networks (PANW) stake by 5.3% in Q2 2026, selling an estimated $518K and leaving 40,857 shares worth $13.9M. The position accounts for 2.31% of the portfolio, ranked #9.

Westover Capital Advisors first reported a position in PANW in Q4 2018 and has held it in 18 quarters since. 2,913 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Westover Capital Advisors held 40,857 shares of Palo Alto Networks worth $13.9M as of Q2 2026.
  • Westover Capital Advisors sold 2,264 Palo Alto Networks shares in Q2 2026, an estimated $518K.
  • Palo Alto Networks made up 2.31% of Westover Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Westover Capital Advisors first reported a position in Palo Alto Networks in Q4 2018 and has held it in 18 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.