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Westwood Wealth Management’s Palo Alto Networks PANW Stock Holding History

Westwood Wealth Management’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 		$4.77M Sell
14,000
-300
-2% -$68.7K 1.38% 16
2026
Q1 		$2.29M Buy
+14,300
New +$2.4M 0.9% 19
2025
Q4 		– Sell
-15,056
Closed -$3.07M – 120
2025
Q3 		$3.07M Sell
15,056
-11,290
-43% -$2.16M 1.12% 15
2025
Q2 		$5.39M Sell
26,346
-1,100
-4% -$204K 1.81% 13
2025
Q1 		$4.68M Buy
27,446
+100
+0.4% +$18.5K 2.02% 9
2024
Q4 		$4.98M Sell
27,346
-10
-0% -$1.89K 1.8% 12
2024
Q3 		$4.68M Sell
27,356
-2,150
-7% -$362K 1.83% 11
2024
Q2 		$5M Sell
29,506
-450
-2% -$67.3K 1.86% 11
2024
Q1 		$4.26M Buy
29,956
+100
+0.3% +$15.8K 2.08% 12
2023
Q4 		$4.4M Sell
29,856
-480
-2% -$64.2K 3.39% 7
2023
Q3 		$3.56M Buy
30,336
+200
+0.7% +$23.7K 2.35% 9
2023
Q2 		$3.85M Buy
30,136
+820
+3% +$85.3K 2.71% 9
2023
Q1 		$2.93M Buy
29,316
+232
+0.8% +$19.7K 2.61% 8
2022
Q4 		$2.03M Buy
29,084
+3,530
+14% +$283K 2.44% 8
2022
Q3 		$2.09M Buy
25,554
+3,780
+17% +$327K 1.88% 10
2022
Q2 		$1.79M Sell
21,774
-11,406
-34% -$1.01M 2.07% 8
2022
Q1 		$3.44M Sell
33,180
-15,990
-33% -$1.43M 1.34% 13
2021
Q4 		$4.56M Buy
+49,170
New +$4.25M 1.95% 13

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

Westwood Wealth Management's PANW Position: Q2 2026 in Review

Westwood Wealth Management reduced its Palo Alto Networks (PANW) stake by 2.1% in Q2 2026, selling an estimated $68.7K and leaving 14,000 shares worth $4.77M. The position accounts for 1.38% of the portfolio, ranked #16.

Westwood Wealth Management first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.39M in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Westwood Wealth Management held 14,000 shares of Palo Alto Networks worth $4.77M as of Q2 2026.
  • Westwood Wealth Management sold 300 Palo Alto Networks shares in Q2 2026, an estimated $68.7K.
  • Palo Alto Networks made up 1.38% of Westwood Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Westwood Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's Palo Alto Networks position peaked at $5.39M in Q2 2025.
  • 2,921 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.