AWM
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Abound Wealth Management’s Palo Alto Networks PANW Stock Holding History

Abound 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 		$72K Sell
211
-95
-31% -$21.7K 0.01% 192
2026
Q1 		$49.1K Buy
306
+24
+9% +$4.03K 0.01% 253
2025
Q4 		$52K Buy
282
+74
+36% +$14.9K 0.01% 223
2025
Q3 		$42.3K Buy
208
+1
+0.5% +$191 0.01% 230
2025
Q2 		$42.4K Buy
207
+13
+7% +$2.41K 0.01% 221
2025
Q1 		$33.1K Buy
194
+48
+33% +$8.88K 0.01% 240
2024
Q4 		$26.6K Sell
146
-2
-1% -$378 0.01% 243
2024
Q3 		$25.3K Buy
148
+2
+1% +$337 0.01% 253
2024
Q2 		$24.7K Buy
146
+4
+3% +$598 0.01% 227
2024
Q1 		$20.2K Buy
142
+32
+29% +$5.05K 0.01% 250
2023
Q4 		$16.2K Buy
110
+44
+67% +$5.88K 0.01% 300
2023
Q3 		$7.74K Sell
66
-16
-20% -$1.89K ﹤0.01% 379
2023
Q2 		$10.5K Buy
+82
New +$8.53K ﹤0.01% 323

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

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

Abound Wealth Management reduced its Palo Alto Networks (PANW) stake by 31% in Q2 2026, selling an estimated $21.7K and leaving 211 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #192.

Abound Wealth Management first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 1,144 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Abound Wealth Management held 211 shares of Palo Alto Networks worth $72K as of Q2 2026.
  • Abound Wealth Management sold 95 Palo Alto Networks shares in Q2 2026, an estimated $21.7K.
  • Palo Alto Networks made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Abound Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
  • 1,144 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.