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

Activest 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 		$353K Sell
1,035
-1,680
-62% -$385K 0.07% 84
2026
Q1 		$435K Buy
2,715
+643
+31% +$108K 0.08% 101
2025
Q4 		$382K Buy
2,072
+168
+9% +$33.9K 0.07% 106
2025
Q3 		$388K Buy
1,904
+603
+46% +$115K 0.08% 88
2025
Q2 		$266K Buy
1,301
+121
+10% +$22.5K 0.06% 85
2025
Q1 		$201K Buy
1,180
+175
+17% +$32.4K 0.05% 95
2024
Q4 		$183K Sell
1,005
-13
-1% -$2.46K 0.05% 90
2024
Q3 		$174K Sell
1,018
-1,186
-54% -$200K 0.05% 86
2024
Q2 		$374K Buy
2,204
+1,120
+103% +$168K 0.12% 61
2024
Q1 		$154K Buy
1,084
+1,000
+1,190% +$158K 0.07% 68
2023
Q4 		$12.4K Hold
84
– – 0.01% 182
2023
Q3 		$9.85K Buy
+84
New +$9.94K 0.01% 174
2023
Q2 		– Sell
-84
Closed -$8.39K – 378
2023
Q1 		$8.39K Buy
+84
New +$7.12K 0.01% 171
2022
Q3 		– Sell
-84
Closed -$7K – 571
2022
Q2 		$7K Hold
84
– – ﹤0.01% 234
2022
Q1 		$9K Hold
84
– – 0.01% 216
2021
Q4 		$8K Hold
84
– – ﹤0.01% 226
2021
Q3 		$7K Hold
84
– – ﹤0.01% 261
2021
Q2 		$5K Hold
84
– – ﹤0.01% 264
2021
Q1 		$5K Buy
+84
New +$4.99K ﹤0.01% 238

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

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

Activest Wealth Management reduced its Palo Alto Networks (PANW) stake by 62% in Q2 2026, selling an estimated $385K and leaving 1,035 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #84.

Activest Wealth Management first reported a position in PANW in Q1 2021 and has held it in 19 quarters since. The position peaked at $435K in Q1 2026. 1,090 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Activest Wealth Management held 1,035 shares of Palo Alto Networks worth $353K as of Q2 2026.
  • Activest Wealth Management sold 1,680 Palo Alto Networks shares in Q2 2026, an estimated $385K.
  • Palo Alto Networks made up 0.07% of Activest Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Activest Wealth Management first reported a position in Palo Alto Networks in Q1 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Palo Alto Networks position peaked at $435K in Q1 2026.
  • 1,090 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.