WLIM
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White Lighthouse Investment Management’s Palo Alto Networks PANW Stock Holding History

White Lighthouse Investment 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 		$419K Sell
1,229
-53
-4% -$12.1K 0.05% 114
2026
Q1 		$206K Sell
1,282
-68
-5% -$11.4K 0.03% 145
2025
Q4 		$249K Hold
1,350
– – 0.03% 134
2025
Q3 		$275K Buy
1,350
+30
+2% +$5.74K 0.04% 123
2025
Q2 		$270K Hold
1,320
– – 0.04% 118
2025
Q1 		$225K Hold
1,320
– – 0.04% 127
2024
Q4 		$240K Hold
1,320
– – 0.04% 123
2024
Q3 		$226K Hold
1,320
– – 0.04% 123
2024
Q2 		$224K Buy
+1,320
New +$197K 0.04% 116

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

White Lighthouse Investment Management's PANW Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Palo Alto Networks (PANW) stake by 4.1% in Q2 2026, selling an estimated $12.1K and leaving 1,229 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #114.

White Lighthouse Investment Management first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • White Lighthouse Investment Management held 1,229 shares of Palo Alto Networks worth $419K as of Q2 2026.
  • White Lighthouse Investment Management sold 53 Palo Alto Networks shares in Q2 2026, an estimated $12.1K.
  • Palo Alto Networks made up 0.05% of White Lighthouse Investment Management's portfolio in Q2 2026, its #114 holding.
  • White Lighthouse Investment Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.