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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
2025
Q3 		– Sell
-100
Closed -$20.5K – 1570
2025
Q2 		$20.5K Hold
100
– – ﹤0.01% 1379
2025
Q1 		$17.1K Buy
+100
New +$18.5K ﹤0.01% 1220
2024
Q4 		– Sell
-200
Closed -$34.2K – 1197
2024
Q3 		$34.2K Buy
+200
New +$33.7K ﹤0.01% 1033

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

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. 1,037 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.
  • 1,037 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.