Armis Advisers’s Palo Alto Networks PANW Stock Holding History

Armis Advisers’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	$3.32M	Buy	9,295 +335	+4%	+$76.7K	0.31%	57
2026 Q1	$2.04M	Buy	8,960 +741	+9%	+$124K	0.2%	88
2025 Q4	$1.34M	Buy	8,219 +623	+8%	+$126K	0.15%	106
2025 Q3	$1.65M	Buy	7,596 +823	+12%	+$158K	0.15%	98
2025 Q2	$1.29M	Buy	6,773 +2,168	+47%	+$403K	0.1%	164
2025 Q1	$861K	Buy	+4,605	New	+$852K	0.08%	180

Other funds holding PANW

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Armis Advisers's PANW Position: Q2 2026 in Review

Armis Advisers increased its Palo Alto Networks (PANW) stake by 3.7% in Q2 2026, buying an estimated $76.7K and bringing the position to 9,295 shares worth $3.32M. The position accounts for 0.31% of the portfolio, ranked #57.

Armis Advisers first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Armis Advisers held 9,295 shares of Palo Alto Networks worth $3.32M as of Q2 2026.
Armis Advisers bought 335 Palo Alto Networks shares in Q2 2026, an estimated $76.7K.
Palo Alto Networks made up 0.31% of Armis Advisers's portfolio in Q2 2026, its #57 holding.
Armis Advisers first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.