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Dogwood Wealth Management’s Palo Alto Networks PANW Stock Holding History

Dogwood Wealth Management’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 		$41.6K Sell
122
-35
-22% -$8.01K 0.02% 177
2026
Q1 		$25.2K Buy
157
+146
+1,327% +$24.5K 0.01% 215
2025
Q4 		$2.03K Sell
11
-8
-42% -$1.61K ﹤0.01% 558
2025
Q3 		$3.87K Sell
19
-45
-70% -$8.61K ﹤0.01% 441
2025
Q2 		$13.1K Buy
64
+25
+64% +$4.64K 0.01% 227
2025
Q1 		$6.66K Buy
39
+35
+875% +$6.47K ﹤0.01% 226
2024
Q4 		$728 Hold
4
– – ﹤0.01% 248
2024
Q3 		$696 Hold
4
– – ﹤0.01% 184
2024
Q2 		$690 Hold
4
– – ﹤0.01% 230
2024
Q1 		$578 Hold
4
– – ﹤0.01% 229
2023
Q4 		$606 Buy
+4
New +$535 ﹤0.01% 206

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Dogwood Wealth Management's PANW Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Palo Alto Networks (PANW) stake by 22% in Q2 2026, selling an estimated $8.01K and leaving 122 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #177.

Dogwood Wealth Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 1,185 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Dogwood Wealth Management held 122 shares of Palo Alto Networks worth $41.6K as of Q2 2026.
  • Dogwood Wealth Management sold 35 Palo Alto Networks shares in Q2 2026, an estimated $8.01K.
  • Palo Alto Networks made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Dogwood Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.