Avantax Planning Partners’s Palo Alto Networks PANW Stock Holding History

Avantax Planning Partners’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	$2.13M	Buy	6,256 +338	+6%	+$77.4K	0.05%	139
2026 Q1	$949K	Buy	5,918 +707	+14%	+$119K	0.03%	200
2025 Q4	$960K	Buy	5,211 +370	+8%	+$74.6K	0.03%	198
2025 Q3	$986K	Buy	4,841 +629	+15%	+$120K	0.03%	193
2025 Q2	$862K	Buy	4,212 +783	+23%	+$145K	0.03%	203
2025 Q1	$585K	Buy	+3,429	New	+$634K	0.02%	233
2024 Q1	–	Sell	-2,674	Closed	-$394K	–	473
2023 Q4	$394K	Buy	+2,674	New	+$358K	0.02%	264
2018 Q4	–	Sell	-882	Closed	-$33K	–	929
2018 Q3	$33K	Buy	+882	New	+$32.1K	﹤0.01%	582
2018 Q2	–	Sell	-1,032	Closed	-$31K	–	1098
2018 Q1	$31K	Buy	+1,032	New	+$28.7K	﹤0.01%	640

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

Avantax Planning Partners's PANW Position: Q2 2026 in Review

Avantax Planning Partners increased its Palo Alto Networks (PANW) stake by 5.7% in Q2 2026, buying an estimated $77.4K and bringing the position to 6,256 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #139.

Avantax Planning Partners first reported a position in PANW in Q1 2018 and has held it in 9 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Avantax Planning Partners held 6,256 shares of Palo Alto Networks worth $2.13M as of Q2 2026.
Avantax Planning Partners bought 338 Palo Alto Networks shares in Q2 2026, an estimated $77.4K.
Palo Alto Networks made up 0.05% of Avantax Planning Partners's portfolio in Q2 2026, its #139 holding.
Avantax Planning Partners first reported a position in Palo Alto Networks in Q1 2018 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 Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.