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Broadway Wealth Solutions’s Palo Alto Networks PANW Stock Holding History

Broadway Wealth Solutions’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 		$1.02M Sell
2,979
-580
-16% -$133K 0.47% 23
2026
Q1 		$571K Buy
3,559
+564
+19% +$94.8K 0.3% 29
2025
Q4 		$552K Buy
2,995
+91
+3% +$18.4K 0.29% 30
2025
Q3 		$591K Buy
2,904
+135
+5% +$25.8K 0.33% 27
2025
Q2 		$567K Buy
2,769
+7
+0.3% +$1.3K 0.35% 27
2025
Q1 		$471K Sell
2,762
-93
-3% -$17.2K 0.34% 26
2024
Q4 		$519K Buy
+2,855
New +$539K 0.39% 25

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Broadway Wealth Solutions's PANW Position: Q2 2026 in Review

Broadway Wealth Solutions reduced its Palo Alto Networks (PANW) stake by 16% in Q2 2026, selling an estimated $133K and leaving 2,979 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #23.

Broadway Wealth Solutions first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Broadway Wealth Solutions held 2,979 shares of Palo Alto Networks worth $1.02M as of Q2 2026.
  • Broadway Wealth Solutions sold 580 Palo Alto Networks shares in Q2 2026, an estimated $133K.
  • Palo Alto Networks made up 0.47% of Broadway Wealth Solutions's portfolio in Q2 2026, its #23 holding.
  • Broadway Wealth Solutions first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.