Westshore Wealth’s Palo Alto Networks PANW Stock Holding History

Westshore Wealth’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	$752K	Buy	2,206 +36	+2%	+$8.24K	0.23%	41
2026 Q1	$348K	Sell	2,170 -284	-12%	-$47.7K	0.12%	69
2025 Q4	$452K	Sell	2,454 -268	-10%	-$54.1K	0.15%	53
2025 Q3	$554K	Sell	2,722 -98	-3%	-$18.8K	0.19%	46
2025 Q2	$577K	Hold	2,820	–	–	0.22%	40
2025 Q1	$481K	Sell	2,820 -300	-10%	-$55.5K	0.2%	41
2024 Q4	$568K	Hold	3,120	–	–	0.23%	32
2024 Q3	$533K	Hold	3,120	–	–	0.22%	34
2024 Q2	$529K	Hold	3,120	–	–	0.22%	31
2024 Q1	$443K	Buy	3,120 +42	+1%	+$6.63K	0.18%	43
2023 Q4	$454K	Buy	3,078 +18	+0.6%	+$2.41K	0.21%	36
2023 Q3	$359K	Hold	3,060	–	–	0.2%	41
2023 Q2	$391K	Sell	3,060 -300	-9%	-$31.2K	0.2%	45
2023 Q1	$336K	Hold	3,360	–	–	0.18%	61
2022 Q4	$234K	Hold	3,360	–	–	0.13%	90
2022 Q3	$275K	Hold	3,360	–	–	0.19%	60
2022 Q2	$277K	Hold	3,360	–	–	0.18%	63
2022 Q1	$349K	Hold	3,360	–	–	0.23%	55
2021 Q4	$312K	Hold	3,360	–	–	0.21%	63
2021 Q3	$268K	Sell	3,360 -228	-6%	-$16K	0.22%	64
2021 Q2	$222K	Sell	3,588 -222	-6%	-$13.2K	0.11%	133
2021 Q1	$205K	Buy	+3,810	New	+$226K	0.12%	139

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

Westshore Wealth's PANW Position: Q2 2026 in Review

Westshore Wealth increased its Palo Alto Networks (PANW) stake by 1.7% in Q2 2026, buying an estimated $8.24K and bringing the position to 2,206 shares worth $752K. The position accounts for 0.23% of the portfolio, ranked #41.

Westshore Wealth first reported a position in PANW in Q1 2021 and has held it in 22 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Westshore Wealth held 2,206 shares of Palo Alto Networks worth $752K as of Q2 2026.
Westshore Wealth bought 36 Palo Alto Networks shares in Q2 2026, an estimated $8.24K.
Palo Alto Networks made up 0.23% of Westshore Wealth's portfolio in Q2 2026, its #41 holding.
Westshore Wealth first reported a position in Palo Alto Networks in Q1 2021 and has held it in 22 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.