AWE
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Avidian Wealth Enterprises’s Palo Alto Networks PANW Stock Holding History

Avidian Wealth Enterprises’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 		$5.24M Buy
15,354
+896
+6% +$205K 0.14% 106
2026
Q1 		$2.32M Buy
14,458
+9,791
+210% +$1.64M 0.07% 176
2025
Q4 		$860K Buy
4,667
+77
+2% +$15.5K 0.03% 254
2025
Q3 		$935K Buy
4,590
+364
+9% +$69.7K 0.04% 236
2025
Q2 		$865K Sell
4,226
-152
-3% -$28.2K 0.04% 227
2025
Q1 		$747K Buy
4,378
+216
+5% +$39.9K 0.03% 232
2024
Q4 		$757K Buy
4,162
+272
+7% +$51.4K 0.03% 230
2024
Q3 		$665K Sell
3,890
-30
-0.8% -$5.05K 0.03% 248
2024
Q2 		$664K Buy
3,920
+522
+15% +$78.1K 0.03% 243
2024
Q1 		$483K Sell
3,398
-3,470
-51% -$547K 0.02% 274
2023
Q4 		$1.01M Buy
6,868
+500
+8% +$66.9K 0.06% 166
2023
Q3 		$746K Buy
6,368
+1,100
+21% +$130K 0.05% 197
2023
Q2 		$673K Hold
5,268
– – 0.04% 228
2023
Q1 		$526K Sell
5,268
-60
-1% -$5.08K 0.03% 285
2022
Q4 		$372K Sell
5,328
-96
-2% -$7.71K 0.02% 321
2022
Q3 		$444K Buy
5,424
+1,518
+39% +$131K 0.03% 256
2022
Q2 		$322K Sell
3,906
-5,736
-59% -$509K 0.02% 337
2022
Q1 		$1M Buy
9,642
+570
+6% +$51K 0.06% 194
2021
Q4 		$842K Buy
+9,072
New +$785K 0.05% 214

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Avidian Wealth Enterprises's PANW Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Palo Alto Networks (PANW) stake by 6.2% in Q2 2026, buying an estimated $205K and bringing the position to 15,354 shares worth $5.24M. The position accounts for 0.14% of the portfolio, ranked #106.

Avidian Wealth Enterprises first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Avidian Wealth Enterprises held 15,354 shares of Palo Alto Networks worth $5.24M as of Q2 2026.
  • Avidian Wealth Enterprises bought 896 Palo Alto Networks shares in Q2 2026, an estimated $205K.
  • Palo Alto Networks made up 0.14% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #106 holding.
  • Avidian Wealth Enterprises first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.