Asset Allocation & Management Company’s Palo Alto Networks PANW Stock Holding History

Asset Allocation & Management Company’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	$269K	Sell	788 -904	-53%	-$207K	0.09%	57
2026 Q1	$271K	Hold	1,692	–	–	0.1%	79
2025 Q4	$312K	Hold	1,692	–	–	0.12%	68
2025 Q3	$345K	Hold	1,692	–	–	0.15%	60
2025 Q2	$346K	Hold	1,692	–	–	0.16%	63
2025 Q1	$289K	Hold	1,692	–	–	0.15%	69
2024 Q4	$308K	Buy	+1,692	New	+$320K	0.17%	62

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

Asset Allocation & Management Company's PANW Position: Q2 2026 in Review

Asset Allocation & Management Company reduced its Palo Alto Networks (PANW) stake by 53% in Q2 2026, selling an estimated $207K and leaving 788 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #57.

Asset Allocation & Management Company first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q2 2025. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Asset Allocation & Management Company held 788 shares of Palo Alto Networks worth $269K as of Q2 2026.
Asset Allocation & Management Company sold 904 Palo Alto Networks shares in Q2 2026, an estimated $207K.
Palo Alto Networks made up 0.09% of Asset Allocation & Management Company's portfolio in Q2 2026, its #57 holding.
Asset Allocation & Management Company first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
Asset Allocation & Management Company's Palo Alto Networks position peaked at $346K in Q2 2025.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Asset Allocation & Management Company's 13F filing for Q2 2026, filed 15 Jul 2026.