Williams Jones Wealth Management’s Palo Alto Networks PANW Stock Holding History

Williams Jones 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	$1.1M	Buy	3,230 +148	+5%	+$33.9K	0.01%	257
2026 Q1	$494K	Buy	3,082 +845	+38%	+$142K	0.01%	355
2025 Q4	$412K	Buy	2,237 +80	+4%	+$16.1K	﹤0.01%	375
2025 Q3	$439K	Sell	2,157 -5	-0.2%	-$957	0.01%	366
2025 Q2	$442K	Sell	2,162 -20	-0.9%	-$3.71K	0.01%	368
2025 Q1	$372K	Hold	2,182	–	–	﹤0.01%	373
2024 Q4	$397K	Buy	2,182 +212	+11%	+$40K	﹤0.01%	380
2024 Q3	$337K	Hold	1,970	–	–	﹤0.01%	413
2024 Q2	$334K	Buy	+1,970	New	+$295K	﹤0.01%	397
2023 Q3	–	Sell	-1,810	Closed	-$231K	–	567
2023 Q2	$231K	Buy	+1,810	New	+$188K	﹤0.01%	463

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

Williams Jones Wealth Management's PANW Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Palo Alto Networks (PANW) stake by 4.8% in Q2 2026, buying an estimated $33.9K and bringing the position to 3,230 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #257.

Williams Jones Wealth Management first reported a position in PANW in Q2 2023 and has held it in 10 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Williams Jones Wealth Management held 3,230 shares of Palo Alto Networks worth $1.1M as of Q2 2026.
Williams Jones Wealth Management bought 148 Palo Alto Networks shares in Q2 2026, an estimated $33.9K.
Palo Alto Networks made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #257 holding.
Williams Jones Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 10 quarters since.
2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.