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

Axxcess 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 		$2.39M Sell
6,997
-870
-11% -$199K 0.04% 360
2026
Q1 		$1.26M Sell
7,867
-4,789
-38% -$805K 0.04% 220
2025
Q4 		$2.33M Sell
12,656
-1,138
-8% -$230K 0.04% 347
2025
Q3 		$2.81M Buy
13,794
+6,424
+87% +$1.23M 0.06% 247
2025
Q2 		$1.51M Buy
7,370
+1,140
+18% +$212K 0.04% 336
2025
Q1 		$1.06M Sell
6,230
-6,140
-50% -$1.14M 0.03% 381
2024
Q4 		$2.25M Buy
12,370
+7,112
+135% +$1.34M 0.05% 249
2024
Q3 		$899K Buy
5,258
+28
+0.5% +$4.71K 0.02% 412
2024
Q2 		$887K Sell
5,230
-8,346
-61% -$1.25M 0.02% 400
2024
Q1 		$1.93M Buy
13,576
+80
+0.6% +$12.6K 0.05% 257
2023
Q4 		$1.99M Buy
13,496
+1,922
+17% +$257K 0.06% 247
2023
Q3 		$1.36M Buy
11,574
+3,310
+40% +$392K 0.05% 262
2023
Q2 		$1.06M Sell
8,264
-3,944
-32% -$410K 0.08% 216
2023
Q1 		$1.22M Buy
12,208
+1,490
+14% +$126K 0.09% 201
2022
Q4 		$748K Buy
10,718
+4,450
+71% +$357K 0.06% 276
2022
Q3 		$513K Sell
6,268
-3,560
-36% -$308K 0.05% 314
2022
Q2 		$809K Sell
9,828
-3,348
-25% -$297K 0.07% 220
2022
Q1 		$1.37M Sell
13,176
-756
-5% -$67.7K 0.11% 162
2021
Q4 		$1.29M Buy
+13,932
New +$1.21M 0.09% 169

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

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

Axxcess Wealth Management reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $199K and leaving 6,997 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #360.

Axxcess Wealth Management first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.81M in Q3 2025. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Axxcess Wealth Management held 6,997 shares of Palo Alto Networks worth $2.39M as of Q2 2026.
  • Axxcess Wealth Management sold 870 Palo Alto Networks shares in Q2 2026, an estimated $199K.
  • Palo Alto Networks made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Axxcess Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Palo Alto Networks position peaked at $2.81M in Q3 2025.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.