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BXM Wealth’s Palo Alto Networks PANW Stock Holding History

BXM Wealth’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 		$671K Buy
1,968
+223
+13% +$51K 0.37% 68
2026
Q1 		$280K Sell
1,745
-5
-0.3% -$840 0.22% 101
2025
Q4 		$322K Buy
1,750
+410
+31% +$82.7K 0.25% 87
2025
Q3 		$273K Hold
1,340
– – 0.26% 102
2025
Q2 		$274K Buy
1,340
+80
+6% +$14.9K 0.33% 83
2025
Q1 		$215K Buy
+1,260
New +$233K 0.26% 97

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

BXM Wealth's PANW Position: Q2 2026 in Review

BXM Wealth increased its Palo Alto Networks (PANW) stake by 13% in Q2 2026, buying an estimated $51K and bringing the position to 1,968 shares worth $671K. The position accounts for 0.37% of the portfolio, ranked #68.

BXM Wealth first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. 975 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • BXM Wealth held 1,968 shares of Palo Alto Networks worth $671K as of Q2 2026.
  • BXM Wealth bought 223 Palo Alto Networks shares in Q2 2026, an estimated $51K.
  • Palo Alto Networks made up 0.37% of BXM Wealth's portfolio in Q2 2026, its #68 holding.
  • BXM Wealth first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
  • 975 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.