Covenant Asset Management’s Palo Alto Networks PANW Stock Holding History

Covenant Asset Management’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Hold	–	-$1.28M	–	157
2023 Q2	–	Hold	–	–	–	84
2023 Q1	–	Hold	–	-$4.88M	–	180
2022 Q4	–	Hold	–	–	–	24
2022 Q3	–	Hold	–	–	–	12

Other funds holding PANW

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Covenant Asset Management's PANW Position: Q2 2026 in Review

Covenant Asset Management reduced its Palo Alto Networks (PANW) stake by 0.1% in Q2 2026, selling an estimated $2.29K and leaving 9,987 shares worth $3.41M. The position accounts for 0.57% of the portfolio, ranked #46.

Covenant Asset Management first reported a position in PANW in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.4M in Q2 2025. 575 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Covenant Asset Management held 9,987 shares of Palo Alto Networks worth $3.41M as of Q2 2026.
Covenant Asset Management sold 10 Palo Alto Networks shares in Q2 2026, an estimated $2.29K.
Palo Alto Networks made up 0.57% of Covenant Asset Management's portfolio in Q2 2026, its #46 holding.
Covenant Asset Management first reported a position in Palo Alto Networks in Q4 2016 and has held it in 39 quarters since.
Covenant Asset Management's Palo Alto Networks position peaked at $10.4M in Q2 2025.
575 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Covenant Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.