Aprio Wealth Management’s Palo Alto Networks PANW Stock Holding History

Aprio 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	$2.29M	Buy	6,728 +472	+8%	+$108K	0.11%	134
2026 Q1	$1M	Buy	6,256 +2,070	+49%	+$348K	0.05%	205
2025 Q4	$907K	Sell	4,186 -3	-0.1%	-$605	0.05%	213
2025 Q3	$853K	Buy	4,189 +2,076	+98%	+$397K	0.08%	138
2025 Q2	$432K	Sell	2,113 -1,469	-41%	-$273K	0.05%	216
2025 Q1	$611K	Buy	3,582 +1,181	+49%	+$218K	0.08%	153
2024 Q4	$437K	Buy	2,401 +517	+27%	+$97.7K	0.06%	147
2024 Q3	$322K	Buy	1,884 +464	+33%	+$78.1K	0.05%	182
2024 Q2	$241K	Buy	+1,420	New	+$212K	0.04%	208

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Aprio Wealth Management increased its Palo Alto Networks (PANW) stake by 7.5% in Q2 2026, buying an estimated $108K and bringing the position to 6,728 shares worth $2.29M. The position accounts for 0.11% of the portfolio, ranked #134.

Aprio Wealth Management first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Aprio Wealth Management held 6,728 shares of Palo Alto Networks worth $2.29M as of Q2 2026.
Aprio Wealth Management bought 472 Palo Alto Networks shares in Q2 2026, an estimated $108K.
Palo Alto Networks made up 0.11% of Aprio Wealth Management's portfolio in Q2 2026, its #134 holding.
Aprio Wealth Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.