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
Q3
$228K Sell
573
-79
-12% -$28.1K ﹤0.01% 362
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: Q3 2026 in Review

Annex Advisory Services reduced its Palo Alto Networks (PANW) stake by 12% in Q3 2026, selling an estimated $28.1K and leaving 573 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Annex Advisory Services first reported a position in PANW in Q4 2023 and has held it in 4 quarters since. The position peaked at $325K in Q4 2023. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Annex Advisory Services held 573 shares of Palo Alto Networks worth $228K as of Q3 2026.
  • Annex Advisory Services sold 79 Palo Alto Networks shares in Q3 2026, an estimated $28.1K.
  • Palo Alto Networks made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #362 holding.
  • Annex Advisory Services first reported a position in Palo Alto Networks in Q4 2023 and has held it in 4 quarters since.
  • Annex Advisory Services's Palo Alto Networks position peaked at $325K in Q4 2023.
  • 2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.