Worth Financial Advisory Group’s Palo Alto Networks PANW Stock Holding History

Worth Financial Advisory Group’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	$2.96M	Buy	+8,683	New	+$1.99M	1.23%	20
2026 Q1	–	Sell	-8,540	Closed	-$1.57M	–	142
2025 Q4	$1.57M	Buy	8,540 +2,787	+48%	+$562K	0.76%	29
2025 Q3	$1.17M	Buy	5,753 +760	+15%	+$145K	0.66%	35
2025 Q2	$1.02M	Buy	4,993 +302	+6%	+$56.1K	0.63%	36
2025 Q1	$800K	Buy	4,691 +1,519	+48%	+$281K	0.51%	47
2024 Q4	$577K	Sell	3,172 -126	-4%	-$23.8K	0.36%	70
2024 Q3	$564K	Sell	3,298 -118	-3%	-$19.9K	0.33%	71
2024 Q2	$579K	Buy	+3,416	New	+$511K	0.38%	68

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 $3.38T AUM 44.17% 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 Financial Advisory Group's PANW Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Palo Alto Networks (PANW) in Q2 2026: 8,683 shares worth $2.96M. The stake represents 1.23% of the portfolio and ranks #20 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in PANW as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Worth Financial Advisory Group held 8,683 shares of Palo Alto Networks worth $2.96M as of Q2 2026.
Palo Alto Networks was a new Worth Financial Advisory Group position in Q2 2026.
Palo Alto Networks made up 1.23% of Worth Financial Advisory Group's portfolio in Q2 2026, its #20 holding.
Worth Financial Advisory Group first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.