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BSW Wealth Partners’s Palo Alto Networks PANW Stock Holding History

BSW Wealth Partners’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 		$1.52M Sell
4,446
-111
-2% -$25.4K 0.17% 74
2026
Q1 		$731K Buy
4,557
+663
+17% +$111K 0.09% 133
2025
Q4 		$717K Sell
3,894
-162
-4% -$32.7K 0.09% 135
2025
Q3 		$826K Buy
4,056
+1,667
+70% +$319K 0.1% 110
2025
Q2 		$489K Buy
2,389
+595
+33% +$110K 0.07% 166
2025
Q1 		$306K Buy
1,794
+189
+12% +$34.9K 0.05% 229
2024
Q4 		$292K Buy
1,605
+347
+28% +$65.6K 0.04% 236
2024
Q3 		$215K Buy
+1,258
New +$212K 0.03% 281
2023
Q2 		– Sell
-9,050
Closed -$904K – 308
2023
Q1 		$904K Sell
9,050
-146
-2% -$12.4K 0.19% 75
2022
Q4 		$642K Buy
9,196
+1,010
+12% +$81.1K 0.14% 111
2022
Q3 		$670K Sell
8,186
-502
-6% -$43.5K 0.16% 81
2022
Q2 		$715K Buy
8,688
+882
+11% +$78.2K 0.17% 84
2022
Q1 		$810K Sell
7,806
-828
-10% -$74.1K 0.2% 74
2021
Q4 		$801K Buy
8,634
+672
+8% +$58.1K 0.2% 68
2021
Q3 		$636K Buy
7,962
+816
+11% +$57.3K 0.18% 78
2021
Q2 		$442K Buy
7,146
+1,974
+38% +$117K 0.12% 108
2021
Q1 		$278K Sell
5,172
-48
-0.9% -$2.85K 0.08% 152
2020
Q4 		$309K Buy
+5,220
New +$244K 0.1% 122
2020
Q1 		– Sell
-11,028
Closed -$425K – 129
2019
Q4 		$425K Buy
11,028
+9,486
+615% +$359K 0.14% 71
2019
Q3 		$52K Buy
1,542
+54
+4% +$1.91K 0.02% 120
2019
Q2 		$51K Buy
1,488
+60
+4% +$2.24K 0.02% 124
2019
Q1 		$58K Buy
+1,428
New +$53K 0.02% 97
2018
Q4 		– Sell
-8,880
Closed -$333K – 128
2018
Q3 		$333K Buy
+8,880
New +$323K 0.13% 70

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

BSW Wealth Partners's PANW Position: Q2 2026 in Review

BSW Wealth Partners reduced its Palo Alto Networks (PANW) stake by 2.4% in Q2 2026, selling an estimated $25.4K and leaving 4,446 shares worth $1.52M. The position accounts for 0.17% of the portfolio, ranked #74.

BSW Wealth Partners first reported a position in PANW in Q3 2018 and has held it in 23 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • BSW Wealth Partners held 4,446 shares of Palo Alto Networks worth $1.52M as of Q2 2026.
  • BSW Wealth Partners sold 111 Palo Alto Networks shares in Q2 2026, an estimated $25.4K.
  • Palo Alto Networks made up 0.17% of BSW Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • BSW Wealth Partners first reported a position in Palo Alto Networks in Q3 2018 and has held it in 23 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.