AWM
PANW icon

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

Atticus 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 		$865K Sell
2,536
-181
-7% -$41.4K 0.21% 75
2026
Q1 		$436K Sell
2,717
-384
-12% -$64.5K 0.12% 115
2025
Q4 		$571K Sell
3,101
-120
-4% -$24.2K 0.14% 99
2025
Q3 		$656K Buy
3,221
+67
+2% +$12.8K 0.17% 86
2025
Q2 		$645K Buy
3,154
+223
+8% +$41.4K 0.17% 74
2025
Q1 		$500K Buy
2,931
+301
+11% +$55.7K 0.16% 73
2024
Q4 		$479K Buy
2,630
+58
+2% +$11K 0.15% 75
2024
Q3 		$440K Buy
2,572
+126
+5% +$21.2K 0.14% 75
2024
Q2 		$415K Buy
2,446
+158
+7% +$23.6K 0.14% 74
2024
Q1 		$325K Buy
2,288
+528
+30% +$83.3K 0.11% 90
2023
Q4 		$259K Buy
1,760
+660
+60% +$88.2K 0.09% 109
2023
Q3 		$129K Buy
+1,100
New +$130K 0.05% 155
2020
Q1 		– Sell
-5,700
Closed -$220K – 392
2019
Q4 		$220K Buy
+5,700
New +$216K 0.14% 81

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
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
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

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

Atticus Wealth Management reduced its Palo Alto Networks (PANW) stake by 6.7% in Q2 2026, selling an estimated $41.4K and leaving 2,536 shares worth $865K. The position accounts for 0.21% of the portfolio, ranked #75.

Atticus Wealth Management first reported a position in PANW in Q4 2019 and has held it in 13 quarters since. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Atticus Wealth Management held 2,536 shares of Palo Alto Networks worth $865K as of Q2 2026.
  • Atticus Wealth Management sold 181 Palo Alto Networks shares in Q2 2026, an estimated $41.4K.
  • Palo Alto Networks made up 0.21% of Atticus Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Atticus Wealth Management first reported a position in Palo Alto Networks in Q4 2019 and has held it in 13 quarters since.
  • 498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.