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Advisory Resource Group’s Palo Alto Networks PANW Stock Holding History

Advisory Resource 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 		$2.51M Sell
7,369
-1,846
-20% -$423K 0.38% 63
2026
Q1 		$1.48M Buy
9,215
+1,268
+16% +$213K 0.25% 85
2025
Q4 		$1.46M Buy
7,947
+717
+10% +$145K 0.26% 85
2025
Q3 		$1.47M Buy
7,230
+669
+10% +$128K 0.26% 77
2025
Q2 		$1.34M Buy
6,561
+120
+2% +$22.3K 0.26% 81
2025
Q1 		$1.1M Buy
6,441
+350
+6% +$64.7K 0.22% 90
2024
Q4 		$1.11M Buy
6,091
+25
+0.4% +$4.72K 0.24% 80
2024
Q3 		$1.04M Sell
6,066
-356
-6% -$59.9K 0.22% 96
2024
Q2 		$1.09M Buy
6,422
+1,420
+28% +$212K 0.25% 75
2024
Q1 		$711K Sell
5,002
-204
-4% -$32.2K 0.16% 103
2023
Q4 		$768K Sell
5,206
-1,026
-16% -$137K 0.19% 87
2023
Q3 		$731K Sell
6,232
-134
-2% -$15.9K 0.2% 79
2023
Q2 		$813K Sell
6,366
-96
-1% -$9.99K 0.22% 65
2023
Q1 		$645K Buy
+6,462
New +$548K 0.18% 80
2021
Q1 		– Sell
-3,852
Closed -$228K – 122
2020
Q4 		$228K Buy
+3,852
New +$180K 0.11% 89

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Advisory Resource Group's PANW Position: Q2 2026 in Review

Advisory Resource Group reduced its Palo Alto Networks (PANW) stake by 20% in Q2 2026, selling an estimated $423K and leaving 7,369 shares worth $2.51M. The position accounts for 0.38% of the portfolio, ranked #63.

Advisory Resource Group first reported a position in PANW in Q4 2020 and has held it in 15 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Advisory Resource Group held 7,369 shares of Palo Alto Networks worth $2.51M as of Q2 2026.
  • Advisory Resource Group sold 1,846 Palo Alto Networks shares in Q2 2026, an estimated $423K.
  • Palo Alto Networks made up 0.38% of Advisory Resource Group's portfolio in Q2 2026, its #63 holding.
  • Advisory Resource Group first reported a position in Palo Alto Networks in Q4 2020 and has held it in 15 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.