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Cooper Financial Group’s Palo Alto Networks PANW Stock Holding History

Cooper Financial Group’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 		$2.4M Sell
7,035
-206
-3% -$47.2K 0.2% 92
2026
Q1 		$1.16M Buy
7,241
+3,014
+71% +$506K 0.12% 136
2025
Q4 		$779K Buy
4,227
+53
+1% +$10.7K 0.08% 176
2025
Q3 		$850K Buy
4,174
+1,505
+56% +$288K 0.09% 166
2025
Q2 		$546K Buy
2,669
+569
+27% +$106K 0.06% 224
2025
Q1 		$358K Buy
2,100
+536
+34% +$99.1K 0.05% 288
2024
Q4 		$285K Buy
+1,564
New +$295K 0.03% 321

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

Cooper Financial Group's PANW Position: Q2 2026 in Review

Cooper Financial Group reduced its Palo Alto Networks (PANW) stake by 2.8% in Q2 2026, selling an estimated $47.2K and leaving 7,035 shares worth $2.4M. The position accounts for 0.2% of the portfolio, ranked #92.

Cooper Financial Group first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Cooper Financial Group held 7,035 shares of Palo Alto Networks worth $2.4M as of Q2 2026.
  • Cooper Financial Group sold 206 Palo Alto Networks shares in Q2 2026, an estimated $47.2K.
  • Palo Alto Networks made up 0.2% of Cooper Financial Group's portfolio in Q2 2026, its #92 holding.
  • Cooper Financial Group first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.