CWP
PANW icon

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

Concord 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 		$106K Sell
312
-9,431
-97% -$2.16M 0.01% 285
2026
Q1 		$1.56M Buy
9,743
+997
+11% +$167K 0.2% 107
2025
Q4 		$1.61M Buy
8,746
+593
+7% +$120K 0.21% 104
2025
Q3 		$1.66M Buy
8,153
+1,981
+32% +$379K 0.23% 99
2025
Q2 		$1.26M Buy
6,172
+705
+13% +$131K 0.18% 114
2025
Q1 		$933K Buy
5,467
+80
+1% +$14.8K 0.15% 119
2024
Q4 		$980K Buy
5,387
+525
+11% +$99.2K 0.16% 104
2024
Q3 		$831K Buy
4,862
+258
+6% +$43.4K 0.14% 106
2024
Q2 		$780K Buy
4,604
+546
+13% +$81.7K 0.14% 113
2024
Q1 		$577K Buy
4,058
+460
+13% +$72.6K 0.1% 132
2023
Q4 		$530K Buy
3,598
+1,046
+41% +$140K 0.11% 120
2023
Q3 		$299K Buy
2,552
+1,676
+191% +$198K 0.06% 155
2023
Q2 		$112K Buy
+876
New +$91.2K 0.02% 264
2023
Q1 		– Sell
-852
Closed -$59.4K – 1158
2022
Q4 		$59.4K Buy
+852
New +$68.4K 0.02% 345
2022
Q3 		– Sell
-972
Closed -$80K – 829
2022
Q2 		$80K Sell
972
-1,860
-66% -$165K 0.02% 294
2022
Q1 		$294K Buy
2,832
+180
+7% +$16.1K 0.08% 138
2021
Q4 		$246K Buy
2,652
+2,190
+474% +$189K 0.06% 160
2021
Q3 		$37K Sell
462
-1,854
-80% -$130K 0.02% 272
2021
Q2 		$143K Buy
2,316
+510
+28% +$30.2K 0.04% 179
2021
Q1 		$97K Buy
1,806
+954
+112% +$56.7K 0.03% 224
2020
Q4 		$50K Buy
+852
New +$39.8K 0.04% 206

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

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

Concord Wealth Partners reduced its Palo Alto Networks (PANW) stake by 97% in Q2 2026, selling an estimated $2.16M and leaving 312 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #285.

Concord Wealth Partners first reported a position in PANW in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.66M in Q3 2025. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Concord Wealth Partners held 312 shares of Palo Alto Networks worth $106K as of Q2 2026.
  • Concord Wealth Partners sold 9,431 Palo Alto Networks shares in Q2 2026, an estimated $2.16M.
  • Palo Alto Networks made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #285 holding.
  • Concord Wealth Partners first reported a position in Palo Alto Networks in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Palo Alto Networks position peaked at $1.66M in Q3 2025.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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