Annex Advisory Services’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$222K Buy
+652
New +$149K ﹤0.01% 336
2025
Q1
Sell
-1,288
Closed -$234K 329
2024
Q4
$234K Buy
+1,288
New +$243K 0.01% 275
2024
Q1
Sell
-2,202
Closed -$325K 299
2023
Q4
$325K Buy
+2,202
New +$294K 0.01% 208

Other funds holding PANW

Annex Advisory Services's PANW Position: Q2 2026 in Review

Annex Advisory Services opened a new position in Palo Alto Networks (PANW) in Q2 2026: 652 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in PANW as recently as Q4 2024.

Annex Advisory Services first reported a position in PANW in Q4 2023 and has held it in 3 quarters since. The position peaked at $325K in Q4 2023. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Annex Advisory Services held 652 shares of Palo Alto Networks worth $222K as of Q2 2026.
  • Palo Alto Networks was a new Annex Advisory Services position in Q2 2026.
  • Palo Alto Networks made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #336 holding.
  • Annex Advisory Services first reported a position in Palo Alto Networks in Q4 2023 and has held it in 3 quarters since.
  • Annex Advisory Services's Palo Alto Networks position peaked at $325K in Q4 2023.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.