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

BAM 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 		$283K Sell
831
-596
-42% -$136K 0.18% 141
2026
Q1 		$229K Sell
1,427
-1,568
-52% -$263K 0.17% 141
2025
Q4 		$552K Sell
2,995
-6
-0.2% -$1.21K 0.4% 68
2025
Q3 		$611K Buy
+3,001
New +$574K 0.47% 60

Other funds holding PANW

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

BAM Wealth Management reduced its Palo Alto Networks (PANW) stake by 42% in Q2 2026, selling an estimated $136K and leaving 831 shares worth $283K. The position accounts for 0.18% of the portfolio, ranked #141.

BAM Wealth Management first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. The position peaked at $611K in Q3 2025. 1,737 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • BAM Wealth Management held 831 shares of Palo Alto Networks worth $283K as of Q2 2026.
  • BAM Wealth Management sold 596 Palo Alto Networks shares in Q2 2026, an estimated $136K.
  • Palo Alto Networks made up 0.18% of BAM Wealth Management's portfolio in Q2 2026, its #141 holding.
  • BAM Wealth Management first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Palo Alto Networks position peaked at $611K in Q3 2025.
  • 1,737 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.