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

Asset Advisory 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	$473K	Hold	1,386	–	–	0.21%	77
2026 Q1	$222K	Sell	1,386 -19	-1%	-$3.19K	0.11%	112
2025 Q4	$259K	Buy	+1,405	New	+$283K	0.13%	104

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Asset Advisory Group held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,386 shares worth $473K. The position accounts for 0.21% of the portfolio, ranked #77.

Asset Advisory Group first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Asset Advisory Group held 1,386 shares of Palo Alto Networks worth $473K as of Q2 2026.
Asset Advisory Group left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.21% of Asset Advisory Group's portfolio in Q2 2026, its #77 holding.
Asset Advisory Group first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.