Dynamic Advisor Solutions
PANW icon

Dynamic Advisor Solutions’s Palo Alto Networks PANW Stock Holding History

Dynamic Advisor Solutions’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 		$6.91M Sell
17,395
-1,603
-8% -$570K 0.2% 115
2026
Q2 		$6.48M Sell
18,998
-12,725
-40% -$2.91M 0.18% 125
2026
Q1 		$5.09M Buy
31,723
+2,812
+10% +$472K 0.16% 143
2025
Q4 		$5.33M Sell
28,911
-5,439
-16% -$1.1M 0.17% 137
2025
Q3 		$6.99M Buy
34,350
+1,274
+4% +$244K 0.2% 112
2025
Q2 		$6.77M Buy
33,076
+1,467
+5% +$272K 0.21% 111
2025
Q1 		$5.39M Buy
31,609
+1,688
+6% +$312K 0.18% 137
2024
Q4 		$5.44M Sell
29,921
-75
-0.3% -$14.2K 0.24% 103
2024
Q3 		$5.13M Buy
29,996
+3,562
+13% +$600K 0.15% 167
2024
Q2 		$4.48M Buy
26,434
+4,914
+23% +$735K 0.14% 179
2024
Q1 		$3.06M Buy
21,520
+15,070
+234% +$2.38M 0.1% 238
2023
Q4 		$912K Buy
6,450
+164
+3% +$21.9K 0.03% 433
2023
Q3 		$737K Buy
6,286
+1,906
+44% +$226K 0.03% 426
2023
Q2 		$560K Sell
4,380
-738
-14% -$76.8K 0.03% 459
2023
Q1 		$511K Buy
5,118
+1,256
+33% +$106K 0.03% 461
2022
Q4 		$269K Sell
3,862
-62
-2% -$4.98K 0.02% 582
2022
Q3 		$321K Buy
3,924
+294
+8% +$25.5K 0.02% 505
2022
Q2 		$299K Buy
3,630
+318
+10% +$28.2K 0.02% 529
2022
Q1 		$344K Sell
3,312
-666
-17% -$59.6K 0.02% 529
2021
Q4 		$369K Buy
3,978
+72
+2% +$6.23K 0.03% 507
2021
Q3 		$312K Buy
+3,906
New +$274K 0.02% 565
2020
Q1 		– Sell
-10,848
Closed -$418K – 564
2019
Q4 		$418K Buy
+10,848
New +$410K 0.06% 340
2019
Q3 		– Sell
-9,294
Closed -$316K – 567
2019
Q2 		$316K Buy
+9,294
New +$348K 0.05% 349

Other funds holding PANW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Dynamic Advisor Solutions's PANW Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Palo Alto Networks (PANW) stake by 8.4% in Q3 2026, selling an estimated $570K and leaving 17,395 shares worth $6.91M. The position accounts for 0.2% of the portfolio, ranked #115.

Dynamic Advisor Solutions first reported a position in PANW in Q2 2019 and has held it in 23 quarters since. The position peaked at $6.99M in Q3 2025. 611 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Dynamic Advisor Solutions held 17,395 shares of Palo Alto Networks worth $6.91M as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,603 Palo Alto Networks shares in Q3 2026, an estimated $570K.
  • Palo Alto Networks made up 0.2% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #115 holding.
  • Dynamic Advisor Solutions first reported a position in Palo Alto Networks in Q2 2019 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's Palo Alto Networks position peaked at $6.99M in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.