AWM
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Avior Wealth Management’s Palo Alto Networks PANW Stock Holding History

Avior 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 		$5.79M Buy
16,988
+10,155
+149% +$2.32M 0.15% 127
2026
Q1 		$1.1M Buy
6,833
+4,331
+173% +$728K 0.03% 332
2025
Q4 		$461K Buy
2,502
+8
+0.3% +$1.61K 0.01% 482
2025
Q3 		$508K Buy
2,494
+355
+17% +$68K 0.02% 442
2025
Q2 		$438K Sell
2,139
-6
-0.3% -$1.11K 0.02% 465
2025
Q1 		$366K Buy
2,145
+1,443
+206% +$267K 0.01% 496
2024
Q4 		$128K Sell
702
-368
-34% -$69.5K ﹤0.01% 824
2024
Q3 		$183K Buy
1,070
+576
+117% +$97K 0.01% 717
2024
Q2 		$83.7K Sell
494
-236
-32% -$35.3K ﹤0.01% 919
2024
Q1 		$104K Buy
730
+446
+157% +$70.4K ﹤0.01% 943
2023
Q4 		$41.9K Sell
284
-8
-3% -$1.07K ﹤0.01% 761
2023
Q3 		$34.2K Hold
292
– – ﹤0.01% 845
2023
Q2 		$37.3K Buy
292
+210
+256% +$21.9K ﹤0.01% 826
2023
Q1 		$8.19K Buy
+82
New +$6.95K ﹤0.01% 1089
2020
Q1 		– Sell
-222
Closed -$8K – 864
2019
Q4 		$8K Buy
222
+180
+429% +$6.81K ﹤0.01% 624
2019
Q3 		$1K Buy
+42
New +$1.49K ﹤0.01% 740

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

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

Avior Wealth Management increased its Palo Alto Networks (PANW) stake by 149% in Q2 2026, buying an estimated $2.32M and bringing the position to 16,988 shares worth $5.79M. The position accounts for 0.15% of the portfolio, ranked #127.

Avior Wealth Management first reported a position in PANW in Q3 2019 and has held it in 16 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Avior Wealth Management held 16,988 shares of Palo Alto Networks worth $5.79M as of Q2 2026.
  • Avior Wealth Management bought 10,155 Palo Alto Networks shares in Q2 2026, an estimated $2.32M.
  • Palo Alto Networks made up 0.15% of Avior Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Avior Wealth Management first reported a position in Palo Alto Networks in Q3 2019 and has held it in 16 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.