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Beaird Harris Wealth Management’s Palo Alto Networks PANW Stock Holding History

Beaird Harris 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 		$127K Hold
372
– – 0.01% 185
2026
Q1 		$59.6K Hold
372
– – ﹤0.01% 228
2025
Q4 		$68.5K Sell
372
-14
-4% -$2.82K ﹤0.01% 220
2025
Q3 		$78.6K Buy
386
+14
+4% +$2.68K 0.01% 203
2025
Q2 		$76.1K Buy
372
+18
+5% +$3.34K 0.01% 214
2025
Q1 		$60.4K Hold
354
– – 0.01% 208
2024
Q4 		$64.4K Buy
354
+210
+146% +$39.7K 0.01% 205
2024
Q3 		$24.6K Hold
144
– – ﹤0.01% 279
2024
Q2 		$24.4K Hold
144
– – ﹤0.01% 284
2024
Q1 		$20.5K Hold
144
– – ﹤0.01% 278
2023
Q4 		$21.2K Buy
144
+84
+140% +$11.2K ﹤0.01% 258
2023
Q3 		$7.03K Sell
60
-60
-50% -$7.1K ﹤0.01% 288
2023
Q2 		$15.3K Hold
120
– – ﹤0.01% 244
2023
Q1 		$12K Sell
120
-68
-36% -$5.76K ﹤0.01% 256
2022
Q4 		$13.1K Buy
188
+68
+57% +$5.46K ﹤0.01% 300
2022
Q3 		$10K Hold
120
– – ﹤0.01% 280
2022
Q2 		$10K Hold
120
– – ﹤0.01% 250
2022
Q1 		$12K Hold
120
– – ﹤0.01% 308
2021
Q4 		$11K Buy
+120
New +$10.4K ﹤0.01% 393

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Beaird Harris Wealth Management's PANW Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 372 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #185.

Beaird Harris Wealth Management first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 1,222 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Beaird Harris Wealth Management held 372 shares of Palo Alto Networks worth $127K as of Q2 2026.
  • Beaird Harris Wealth Management left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Beaird Harris Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.