CWP
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Curated Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Curated Wealth Partners’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 		$1.74M Buy
+1,073,881
New +$246M 0.23% 83
2025
Q3 		– Sell
-1,138
Closed -$233K – 168
2025
Q2 		$233K Buy
+1,138
New +$211K 0.03% 144

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Curated Wealth Partners's PANW Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,073,881 shares worth $1.74M. The stake represents 0.23% of the portfolio and ranks #83 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in PANW as recently as Q2 2025.

Curated Wealth Partners first reported a position in PANW in Q2 2025 and has held it in 2 quarters since. 454 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Curated Wealth Partners held 1,073,881 shares of Palo Alto Networks worth $1.74M as of Q2 2026.
  • Palo Alto Networks was a new Curated Wealth Partners position in Q2 2026.
  • Palo Alto Networks made up 0.23% of Curated Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Curated Wealth Partners first reported a position in Palo Alto Networks in Q2 2025 and has held it in 2 quarters since.
  • 454 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.