Concurrent Investment Advisors
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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
Q3 		$596K Buy
1,500
+400
+36% +$142K ﹤0.01% 1444
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Concurrent Investment Advisors's PANW Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Palo Alto Networks (PANW) stake by 54% in Q3 2026, buying an estimated $14.9M and bringing the position to 119,703 shares worth $47.6M. The position accounts for 0.33% of the portfolio, ranked #54.

Concurrent Investment Advisors first reported a position in PANW in Q4 2023 and has held it in 12 quarters since. 446 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Concurrent Investment Advisors held 119,703 shares of Palo Alto Networks worth $47.6M as of Q3 2026.
  • Concurrent Investment Advisors bought 42,007 Palo Alto Networks shares in Q3 2026, an estimated $14.9M.
  • Palo Alto Networks made up 0.33% of Concurrent Investment Advisors's portfolio in Q3 2026, its #54 holding.
  • Concurrent Investment Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 12 quarters since.
  • 446 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.