Worth Asset Management’s Palo Alto Networks PANW Stock Holding History

Worth Asset 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	$2.3M	Buy	+6,759	New	+$1.55M	0.74%	23
2023 Q3	–	Sell	-424	Closed	-$54.2K	–	313
2023 Q2	$54.2K	Sell	424 -446	-51%	-$46.4K	0.04%	185
2023 Q1	$86.9K	Buy	870 +78	+10%	+$6.61K	0.07%	141
2022 Q4	$55.3K	Buy	792 +648	+450%	+$52K	0.04%	172
2022 Q3	$12K	Sell	144 -144	-50%	-$12.5K	0.01%	262
2022 Q2	$24K	Sell	288 -42	-13%	-$3.72K	0.02%	274
2022 Q1	$26K	Buy	+330	New	+$29.5K	0.02%	277

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

Worth Asset Management's PANW Position: Q2 2026 in Review

Worth Asset Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 6,759 shares worth $2.3M. The stake represents 0.74% of the portfolio and ranks #23 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in PANW as recently as Q2 2023.

Worth Asset Management first reported a position in PANW in Q1 2022 and has held it in 7 quarters since. 2,907 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Worth Asset Management held 6,759 shares of Palo Alto Networks worth $2.3M as of Q2 2026.
Palo Alto Networks was a new Worth Asset Management position in Q2 2026.
Palo Alto Networks made up 0.74% of Worth Asset Management's portfolio in Q2 2026, its #23 holding.
Worth Asset Management first reported a position in Palo Alto Networks in Q1 2022 and has held it in 7 quarters since.
2,907 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.