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Bar Harbor Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bar Harbor 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 		$6.26M Sell
18,354
-601
-3% -$138K 0.34% 71
2026
Q1 		$3.04M Buy
18,955
+1,387
+8% +$233K 0.18% 110
2025
Q4 		$3.24M Sell
17,568
-269
-2% -$54.3K 0.19% 107
2025
Q3 		$3.63M Buy
17,837
+125
+0.7% +$23.9K 0.22% 95
2025
Q2 		$3.62M Sell
17,712
-231
-1% -$42.9K 0.23% 95
2025
Q1 		$3.06M Sell
17,943
-159
-0.9% -$29.4K 0.2% 106
2024
Q4 		$3.29M Buy
18,102
+1,118
+7% +$211K 0.22% 99
2024
Q3 		$2.9M Sell
16,984
-124
-0.7% -$20.9K 0.19% 113
2024
Q2 		$2.9M Sell
17,108
-14
-0.1% -$2.09K 0.19% 105
2024
Q1 		$2.43M Buy
17,122
+7,304
+74% +$1.15M 0.16% 122
2023
Q4 		$1.45M Buy
+9,818
New +$1.31M 0.11% 131
2014
Q2 		– Sell
-48,312
Closed -$552K – 254
2014
Q1 		$552K Buy
48,312
+9,876
+26% +$112K 0.07% 177
2013
Q4 		$368K Buy
38,436
+8,190
+27% +$64.9K 0.05% 199
2013
Q3 		$231K Buy
+30,246
New +$239K 0.03% 229

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

Bar Harbor Wealth Management's PANW Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Palo Alto Networks (PANW) stake by 3.2% in Q2 2026, selling an estimated $138K and leaving 18,354 shares worth $6.26M. The position accounts for 0.34% of the portfolio, ranked #71.

Bar Harbor Wealth Management first reported a position in PANW in Q3 2013 and has held it in 14 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Bar Harbor Wealth Management held 18,354 shares of Palo Alto Networks worth $6.26M as of Q2 2026.
  • Bar Harbor Wealth Management sold 601 Palo Alto Networks shares in Q2 2026, an estimated $138K.
  • Palo Alto Networks made up 0.34% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Bar Harbor Wealth Management first reported a position in Palo Alto Networks in Q3 2013 and has held it in 14 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.