EWM
PANW icon

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

Elmwood 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 		$2.02M Buy
5,917
+196
+3% +$44.9K 0.5% 56
2026
Q1 		$917K Buy
5,721
+1,854
+48% +$311K 0.25% 92
2025
Q4 		$712K Sell
3,867
-64
-2% -$12.9K 0.23% 98
2025
Q3 		$800K Buy
3,931
+220
+6% +$42.1K 0.28% 84
2025
Q2 		$759K Buy
3,711
+14
+0.4% +$2.6K 0.3% 82
2025
Q1 		$631K Buy
3,697
+945
+34% +$175K 0.26% 87
2024
Q4 		$501K Buy
2,752
+50
+2% +$9.45K 0.2% 93
2024
Q3 		$462K Buy
2,702
+1,002
+59% +$169K 0.19% 99
2024
Q2 		$288K Sell
1,700
-40
-2% -$5.98K 0.13% 110
2024
Q1 		$247K Buy
1,740
+340
+24% +$53.6K 0.11% 116
2023
Q4 		$206K Buy
+1,400
New +$187K 0.14% 104
2022
Q1 		– Sell
-1,860
Closed -$173K – 251
2021
Q4 		$173K Buy
+1,860
New +$161K 0.08% 116
2021
Q2 		$134K Buy
2,160
+450
+26% +$26.7K 0.07% 127
2021
Q1 		$92K Buy
+1,710
New +$102K 0.06% 135
2020
Q3 		$2K Hold
60
– – ﹤0.01% 236
2020
Q2 		$2K Hold
60
– – ﹤0.01% 236
2020
Q1 		$1.81K Buy
+60
New +$2.09K ﹤0.01% 260
2019
Q4 		– Sell
-120
Closed -$4K – 196
2019
Q3 		$4K Hold
120
– – ﹤0.01% 222
2019
Q2 		$4K Hold
120
– – ﹤0.01% 245
2019
Q1 		$5K Hold
120
– – ﹤0.01% 223
2018
Q4 		$4K Hold
120
– – ﹤0.01% 246
2018
Q3 		$4.5K Hold
120
– – ﹤0.01% 235
2018
Q2 		$4.11K Buy
120
+60
+100% +$2K ﹤0.01% 232
2018
Q1 		$1.81K Buy
+60
New +$1.67K ﹤0.01% 260

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Elmwood Wealth Management increased its Palo Alto Networks (PANW) stake by 3.4% in Q2 2026, buying an estimated $44.9K and bringing the position to 5,917 shares worth $2.02M. The position accounts for 0.5% of the portfolio, ranked #56.

Elmwood Wealth Management first reported a position in PANW in Q1 2018 and has held it in 24 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Elmwood Wealth Management held 5,917 shares of Palo Alto Networks worth $2.02M as of Q2 2026.
  • Elmwood Wealth Management bought 196 Palo Alto Networks shares in Q2 2026, an estimated $44.9K.
  • Palo Alto Networks made up 0.5% of Elmwood Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Elmwood Wealth Management first reported a position in Palo Alto Networks in Q1 2018 and has held it in 24 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.