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

BigSur 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	$11.3M	Sell	33,150 -7,610	-19%	-$1.74M	2.72%	6
2026 Q1	$6.53M	Sell	40,760 -2,400	-6%	-$403K	1.83%	11
2025 Q4	$7.95M	Hold	43,160	–	–	1.93%	11
2025 Q3	$8.79M	Sell	43,160 -300	-0.7%	-$57.4K	2.15%	10
2025 Q2	$8.89M	Buy	43,460 +80	+0.2%	+$14.9K	2.25%	8
2025 Q1	$7.4M	Sell	43,380 -2,400	-5%	-$444K	2.01%	9
2024 Q4	$8.33M	Buy	45,780 +200	+0.4%	+$37.8K	2.38%	8
2024 Q3	$7.79M	Sell	45,580 -130	-0.3%	-$21.9K	2.15%	8
2024 Q2	$7.75M	Buy	45,710 +700	+2%	+$105K	2.37%	7
2024 Q1	$6.39M	Buy	45,010 +23,600	+110%	+$3.72M	2%	7
2023 Q4	$3.16M	Buy	21,410 +800	+4%	+$107K	1.5%	15
2023 Q3	$2.42M	Sell	20,610 -500	-2%	-$59.2K	1.22%	20
2023 Q2	$2.7M	Buy	21,110 +4,100	+24%	+$427K	1.29%	21
2023 Q1	$1.7M	Buy	17,010 +4,000	+31%	+$339K	0.8%	37
2022 Q4	$908K	Buy	13,010 +2,000	+18%	+$161K	0.44%	58
2022 Q3	$902K	Sell	11,010 -3,000	-21%	-$260K	0.46%	58
2022 Q2	$1.15M	Hold	14,010	–	–	0.54%	51
2022 Q1	$1.45M	Hold	14,010	–	–	0.57%	50
2021 Q4	$1.3M	Buy	14,010 +1,200	+9%	+$104K	0.51%	55
2021 Q3	$1.02M	Sell	12,810 -7,800	-38%	-$548K	0.46%	56
2021 Q2	$1.27M	Buy	20,610 +7,800	+61%	+$462K	0.58%	45
2021 Q1	$688K	Hold	12,810	–	–	0.35%	66
2020 Q4	$759K	Hold	12,810	–	–	0.43%	61
2020 Q3	$523K	Buy	12,810 +3,900	+44%	+$162K	0.33%	63
2020 Q2	$341K	Sell	8,910 -6,900	-44%	-$243K	0.24%	71
2020 Q1	$432K	Sell	15,810 -300	-2%	-$10.5K	0.32%	62
2019 Q4	$621K	Sell	16,110 -22,200	-58%	-$840K	0.35%	58
2019 Q3	$1.3M	Buy	38,310 +22,500	+142%	+$796K	0.88%	32
2019 Q2	$542K	Hold	15,810	–	–	0.38%	57
2019 Q1	$640K	Sell	15,810 -7,200	-31%	-$267K	0.42%	52
2018 Q4	$722K	Buy	23,010 +7,110	+45%	+$222K	0.51%	40
2018 Q3	$597K	Buy	15,900 +9,000	+130%	+$328K	0.37%	47
2018 Q2	$236K	Sell	6,900 -9,000	-57%	-$300K	0.17%	88
2018 Q1	$481K	Sell	15,900 -3,000	-16%	-$83.4K	0.34%	61
2017 Q4	$457K	Buy	+18,900	New	+$460K	0.45%	49

Other funds holding PANW

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return