Daymark Wealth Partners
PANW icon

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

Daymark 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
Q3 		$18M Sell
45,373
-67,960
-60% -$24.2M 0.41% 53
2026
Q2 		$38.6M Sell
113,333
-6,246
-5% -$1.43M 0.94% 22
2026
Q1 		$19.2M Buy
119,579
+80,069
+203% +$13.5M 0.6% 36
2025
Q4 		$7.28M Buy
39,510
+32,327
+450% +$6.52M 0.23% 85
2025
Q3 		$1.46M Buy
7,183
+2,841
+65% +$544K 0.05% 229
2025
Q2 		$889K Buy
4,342
+1,666
+62% +$309K 0.03% 281
2025
Q1 		$457K Buy
2,676
+158
+6% +$29.2K 0.02% 340
2024
Q4 		$458K Sell
2,518
-614
-20% -$116K 0.02% 339
2024
Q3 		$535K Buy
3,132
+270
+9% +$45.4K 0.02% 325
2024
Q2 		$485K Buy
2,862
+114
+4% +$17.1K 0.02% 324
2024
Q1 		$390K Buy
2,748
+214
+8% +$33.8K 0.02% 302
2023
Q4 		$374K Buy
2,534
+10
+0.4% +$1.34K 0.02% 287
2023
Q3 		$296K Sell
2,524
-392
-13% -$46.4K 0.02% 310
2023
Q2 		$373K Buy
2,916
+120
+4% +$12.5K 0.03% 273
2023
Q1 		$279K Buy
+2,796
New +$237K 0.04% 247

Other funds holding PANW

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Daymark Wealth Partners's PANW Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Palo Alto Networks (PANW) stake by 60% in Q3 2026, selling an estimated $24.2M and leaving 45,373 shares worth $18M. The position accounts for 0.41% of the portfolio, ranked #53.

Daymark Wealth Partners first reported a position in PANW in Q1 2023 and has held it in 15 quarters since. The position peaked at $38.6M in Q2 2026. 1,664 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Daymark Wealth Partners held 45,373 shares of Palo Alto Networks worth $18M as of Q3 2026.
  • Daymark Wealth Partners sold 67,960 Palo Alto Networks shares in Q3 2026, an estimated $24.2M.
  • Palo Alto Networks made up 0.41% of Daymark Wealth Partners's portfolio in Q3 2026, its #53 holding.
  • Daymark Wealth Partners first reported a position in Palo Alto Networks in Q1 2023 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Palo Alto Networks position peaked at $38.6M in Q2 2026.
  • 1,664 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.