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Crewe Advisors’s Palo Alto Networks PANW Stock Holding History

Crewe 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 		$834K Buy
2,446
+78
+3% +$17.9K 0.06% 101
2026
Q1 		$380K Buy
2,368
+126
+6% +$21.2K 0.03% 152
2025
Q4 		$413K Buy
2,242
+15
+0.7% +$3.03K 0.04% 144
2025
Q3 		$453K Buy
2,227
+102
+5% +$19.5K 0.04% 133
2025
Q2 		$435K Buy
2,125
+176
+9% +$32.7K 0.06% 100
2025
Q1 		$333K Sell
1,949
-189
-9% -$34.9K 0.05% 105
2024
Q4 		$389K Sell
2,138
-2
-0.1% -$378 0.05% 97
2024
Q3 		$366K Sell
2,140
-894
-29% -$150K 0.04% 103
2024
Q2 		$514K Sell
3,034
-124
-4% -$18.5K 0.06% 103
2024
Q1 		$449K Buy
+3,158
New +$498K 0.05% 107
2023
Q3 		– Sell
-38
Closed -$4.86K – 832
2023
Q2 		$4.86K Hold
38
– – ﹤0.01% 466
2023
Q1 		$3.8K Sell
38
-34
-47% -$2.88K ﹤0.01% 665
2022
Q4 		$5.02K Sell
72
-252
-78% -$20.2K ﹤0.01% 673
2022
Q3 		$27K Buy
324
+120
+59% +$10.4K ﹤0.01% 410
2022
Q2 		$17K Buy
+204
New +$18.1K ﹤0.01% 468
2020
Q4 		– Sell
-36
Closed -$1K – 593
2020
Q3 		$1K Buy
+36
New +$1.5K ﹤0.01% 600
2019
Q1 		– Sell
-1,200
Closed -$38K – 264
2018
Q4 		$38K Sell
1,200
-300
-20% -$9.35K 0.01% 129
2018
Q3 		$56K Hold
1,500
– – 0.05% 109
2018
Q2 		$51K Hold
1,500
– – 0.05% 119
2018
Q1 		$45K Sell
1,500
-300
-17% -$8.34K 0.04% 121
2017
Q4 		$43K Buy
+1,800
New +$43.8K 0.04% 129

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

Crewe Advisors's PANW Position: Q2 2026 in Review

Crewe Advisors increased its Palo Alto Networks (PANW) stake by 3.3% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,446 shares worth $834K. The position accounts for 0.06% of the portfolio, ranked #101.

Crewe Advisors first reported a position in PANW in Q4 2017 and has held it in 21 quarters since. 1,366 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Crewe Advisors held 2,446 shares of Palo Alto Networks worth $834K as of Q2 2026.
  • Crewe Advisors bought 78 Palo Alto Networks shares in Q2 2026, an estimated $17.9K.
  • Palo Alto Networks made up 0.06% of Crewe Advisors's portfolio in Q2 2026, its #101 holding.
  • Crewe Advisors first reported a position in Palo Alto Networks in Q4 2017 and has held it in 21 quarters since.
  • 1,366 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.