Belpointe Asset Management’s Palo Alto Networks PANW Stock Holding History

Belpointe Asset 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	$2.19M	Buy	6,408 +669	+12%	+$153K	0.07%	253
2026 Q1	$920K	Sell	5,739 -1,644	-22%	-$276K	0.03%	487
2025 Q4	$1.36M	Sell	7,383 -7,596	-51%	-$1.53M	0.05%	329
2025 Q3	$3.05M	Buy	14,979 +4,186	+39%	+$801K	0.12%	149
2025 Q2	$2.21M	Buy	10,793 +5,515	+104%	+$1.02M	0.09%	189
2025 Q1	$901K	Buy	5,278 +1,493	+39%	+$276K	0.05%	361
2024 Q4	$1.37M	Sell	3,785 -2,187	-37%	-$413K	0.08%	238
2024 Q3	$1.02M	Sell	5,972 -10,328	-63%	-$1.74M	0.06%	309
2024 Q2	$2.76M	Buy	16,300 +7,950	+95%	+$1.19M	0.19%	99
2024 Q1	$1.19M	Sell	8,350 -200	-2%	-$31.5K	0.09%	224
2023 Q4	$1.26M	Buy	8,550 +2,198	+35%	+$294K	0.11%	181
2023 Q3	$745K	Sell	6,352 -666	-9%	-$78.8K	0.08%	252
2023 Q2	$897K	Sell	7,018 -13,698	-66%	-$1.43M	0.09%	204
2023 Q1	$2.07M	Sell	20,716 -5,222	-20%	-$443K	0.11%	195
2022 Q4	$1.81M	Sell	25,938 -7,290	-22%	-$585K	0.11%	190
2022 Q3	$2.72M	Sell	33,228 -2,874	-8%	-$249K	0.18%	109
2022 Q2	$2.97M	Buy	36,102 +7,116	+25%	+$631K	0.2%	99
2022 Q1	$3.01M	Buy	28,986 +2,754	+10%	+$246K	0.18%	110
2021 Q4	$2.43M	Buy	26,232 +1,608	+7%	+$139K	0.15%	138
2021 Q3	$1.97M	Sell	24,624 -1,434	-6%	-$101K	0.13%	161
2021 Q2	$1.61M	Buy	26,058 +3,522	+16%	+$209K	0.12%	194
2021 Q1	$1.21M	Sell	22,536 -5,562	-20%	-$331K	0.1%	214
2020 Q4	$1.67M	Buy	28,098 +23,622	+528%	+$1.1M	0.15%	151
2020 Q3	$183K	Buy	4,476 +42	+0.9%	+$1.75K	0.02%	579
2020 Q2	$170K	Buy	4,434 +510	+13%	+$18K	0.02%	571
2020 Q1	$107K	Sell	3,924 -13,170	-77%	-$460K	0.02%	596
2019 Q4	$659K	Buy	17,094 +1,074	+7%	+$40.6K	0.08%	261
2019 Q3	$544K	Sell	16,020 -1,350	-8%	-$47.8K	0.09%	256
2019 Q2	$590K	Sell	17,370 -7,986	-31%	-$299K	0.12%	191
2019 Q1	$1.03M	Buy	25,356 +20,766	+452%	+$770K	0.2%	81
2018 Q4	$144K	Buy	4,590 +1,128	+33%	+$35.2K	0.04%	403
2018 Q3	$130K	Buy	+3,462	New	+$126K	0.02%	573

Other funds holding PANW

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

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

Belpointe Asset Management's PANW Position: Q2 2026 in Review

Belpointe Asset Management increased its Palo Alto Networks (PANW) stake by 12% in Q2 2026, buying an estimated $153K and bringing the position to 6,408 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #253.

Belpointe Asset Management first reported a position in PANW in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.05M in Q3 2025. 1,366 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Belpointe Asset Management held 6,408 shares of Palo Alto Networks worth $2.19M as of Q2 2026.
Belpointe Asset Management bought 669 Palo Alto Networks shares in Q2 2026, an estimated $153K.
Palo Alto Networks made up 0.07% of Belpointe Asset Management's portfolio in Q2 2026, its #253 holding.
Belpointe Asset Management first reported a position in Palo Alto Networks in Q3 2018 and has held it in 32 quarters since.
Belpointe Asset Management's Palo Alto Networks position peaked at $3.05M in Q3 2025.
1,366 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.