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CX Institutional’s Palo Alto Networks PANW Stock Holding History

CX Institutional’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 		$2.29M Sell
6,717
-213
-3% -$48.8K 0.07% 235
2026
Q1 		$1.11M Buy
6,930
+1,004
+17% +$169K 0.03% 323
2025
Q4 		$1.09M Buy
5,926
+368
+7% +$74.2K 0.03% 274
2025
Q3 		$1.13M Buy
5,558
+3,544
+176% +$678K 0.03% 283
2025
Q2 		$412K Buy
2,014
+364
+22% +$67.6K 0.01% 417
2025
Q1 		$282K Sell
1,650
-38
-2% -$7.03K 0.01% 498
2024
Q4 		$307K Buy
1,688
+94
+6% +$17.8K 0.01% 435
2024
Q3 		$272K Sell
1,594
-540
-25% -$90.9K 0.01% 488
2024
Q2 		$362K Buy
+2,134
New +$319K 0.02% 418
2022
Q3 		– Sell
-36
Closed -$2K – 941
2022
Q2 		$2K Buy
+36
New +$3.19K ﹤0.01% 1103
2021
Q4 		– Sell
-36
Closed -$3K – 748
2021
Q3 		$3K Hold
36
– – ﹤0.01% 886
2021
Q2 		$2K Sell
36
-108
-75% -$6.4K ﹤0.01% 915
2021
Q1 		$8K Sell
144
-246
-63% -$14.6K ﹤0.01% 786
2020
Q4 		$24K Sell
390
-5,322
-93% -$249K ﹤0.01% 581
2020
Q3 		$233K Buy
5,712
+390
+7% +$16.2K 0.03% 254
2020
Q2 		$204K Buy
5,322
+840
+19% +$29.6K 0.03% 240
2020
Q1 		$122K Buy
4,482
+2,424
+118% +$84.6K 0.02% 253
2019
Q4 		$79K Sell
2,058
-96
-4% -$3.63K 0.01% 248
2019
Q3 		$73K Sell
2,154
-90
-4% -$3.19K 0.01% 269
2019
Q2 		$76K Buy
2,244
+510
+29% +$19.1K 0.01% 295
2019
Q1 		$70K Buy
1,734
+1,026
+145% +$38.1K 0.01% 307
2018
Q4 		$22K Buy
708
+48
+7% +$1.5K ﹤0.01% 312
2018
Q3 		$25K Buy
660
+384
+139% +$14K 0.01% 220
2018
Q2 		$9K Buy
+276
New +$9.2K ﹤0.01% 232

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional's PANW Position: Q2 2026 in Review

CX Institutional reduced its Palo Alto Networks (PANW) stake by 3.1% in Q2 2026, selling an estimated $48.8K and leaving 6,717 shares worth $2.29M. The position accounts for 0.07% of the portfolio, ranked #235.

CX Institutional first reported a position in PANW in Q2 2018 and has held it in 24 quarters since. 575 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • CX Institutional held 6,717 shares of Palo Alto Networks worth $2.29M as of Q2 2026.
  • CX Institutional sold 213 Palo Alto Networks shares in Q2 2026, an estimated $48.8K.
  • Palo Alto Networks made up 0.07% of CX Institutional's portfolio in Q2 2026, its #235 holding.
  • CX Institutional first reported a position in Palo Alto Networks in Q2 2018 and has held it in 24 quarters since.
  • 575 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.