CWP
PANW icon

Cyndeo Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Cyndeo 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 		$9.99M Buy
29,300
+2,976
+11% +$681K 0.47% 69
2026
Q1 		$4.22M Buy
26,324
+12,776
+94% +$2.15M 0.22% 111
2025
Q4 		$2.5M Sell
13,548
-2,386
-15% -$481K 0.13% 146
2025
Q3 		$3.24M Sell
15,934
-104
-0.6% -$19.9K 0.18% 132
2025
Q2 		$3.28M Buy
16,038
+2,312
+17% +$429K 0.19% 128
2025
Q1 		$2.34M Sell
13,726
-1,360
-9% -$251K 0.15% 150
2024
Q4 		$2.75M Buy
15,086
+262
+2% +$49.5K 0.19% 139
2024
Q3 		$2.53M Sell
14,824
-8,038
-35% -$1.35M 0.18% 143
2024
Q2 		$3.88M Buy
22,862
+952
+4% +$142K 0.3% 94
2024
Q1 		$3.11M Sell
21,910
-3,450
-14% -$544K 0.26% 111
2023
Q4 		$3.74M Sell
25,360
-12,744
-33% -$1.7M 0.35% 91
2023
Q3 		$4.47M Buy
38,104
+3,058
+9% +$362K 0.47% 66
2023
Q2 		$4.48M Buy
35,046
+21,942
+167% +$2.28M 0.47% 60
2023
Q1 		$1.31M Buy
+13,104
New +$1.11M 0.14% 154

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Palo Alto Networks (PANW) stake by 11% in Q2 2026, buying an estimated $681K and bringing the position to 29,300 shares worth $9.99M. The position accounts for 0.47% of the portfolio, ranked #69.

Cyndeo Wealth Partners first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Cyndeo Wealth Partners held 29,300 shares of Palo Alto Networks worth $9.99M as of Q2 2026.
  • Cyndeo Wealth Partners bought 2,976 Palo Alto Networks shares in Q2 2026, an estimated $681K.
  • Palo Alto Networks made up 0.47% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Cyndeo Wealth Partners first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.