Concurrent Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Concurrent Investment Advisors’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	$375K	Buy	1,100 +700	+175%	+$160K	﹤0.01%	1564
2026 Q1	$64.1K	Buy	400 +300	+300%	+$50.4K	﹤0.01%	1858
2025 Q4	$18.4K	Hold	100	–	–	﹤0.01%	1760
2025 Q3	$20.4K	Hold	100	–	–	﹤0.01%	1469
2025 Q2	$20.5K	Buy	+100	New	+$18.6K	﹤0.01%	1378

Other funds holding PANW

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

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Concurrent Investment Advisors's PANW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Palo Alto Networks (PANW) stake by 12% in Q2 2026, selling an estimated $2.4M and leaving 77,696 shares worth $26.5M. The position accounts for 0.23% of the portfolio, ranked #87.

Concurrent Investment Advisors first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 1,040 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Concurrent Investment Advisors held 77,696 shares of Palo Alto Networks worth $26.5M as of Q2 2026.
Concurrent Investment Advisors sold 10,465 Palo Alto Networks shares in Q2 2026, an estimated $2.4M.
Palo Alto Networks made up 0.23% of Concurrent Investment Advisors's portfolio in Q2 2026, its #87 holding.
Concurrent Investment Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
1,040 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.