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

Bay 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	$26.6K	Buy	78 +1	+1%	+$229	0.01%	176
2026 Q1	$12.3K	Buy	77 +14	+22%	+$2.35K	﹤0.01%	191
2025 Q4	$11.6K	Buy	63 +11	+21%	+$2.22K	﹤0.01%	170
2025 Q3	$10.6K	Buy	52 +1	+2%	+$191	﹤0.01%	145
2025 Q2	$10.4K	Buy	51 +10	+24%	+$1.86K	﹤0.01%	144
2025 Q1	$7K	Buy	41 +5	+14%	+$925	﹤0.01%	131
2024 Q4	$6.55K	Hold	36	–	–	﹤0.01%	131
2024 Q3	$6.15K	Hold	36	–	–	﹤0.01%	126
2024 Q2	$6.1K	Hold	36	–	–	﹤0.01%	123
2024 Q1	$5.11K	Sell	36 -332	-90%	-$52.4K	﹤0.01%	128
2023 Q4	$54.3K	Buy	+368	New	+$49.2K	0.02%	99
2020 Q1	–	Sell	-24	Closed	-$1K	–	391
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	321
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	339
2019 Q2	$1K	Buy	+24	New	+$898	﹤0.01%	337

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Bay Harbor Wealth Management increased its Palo Alto Networks (PANW) stake by 1.3% in Q2 2026, buying an estimated $229 and bringing the position to 78 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #176.

Bay Harbor Wealth Management first reported a position in PANW in Q2 2019 and has held it in 14 quarters since. The position peaked at $54.3K in Q4 2023. 1,132 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Bay Harbor Wealth Management held 78 shares of Palo Alto Networks worth $26.6K as of Q2 2026.
Bay Harbor Wealth Management bought 1 Palo Alto Networks share in Q2 2026, an estimated $229.
Palo Alto Networks made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #176 holding.
Bay Harbor Wealth Management first reported a position in Palo Alto Networks in Q2 2019 and has held it in 14 quarters since.
Bay Harbor Wealth Management's Palo Alto Networks position peaked at $54.3K in Q4 2023.
1,132 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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