Emergent Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Emergent Wealth Advisors’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	$410K	Sell	1,202 -94	-7%	-$21.5K	0.21%	81
2026 Q1	$208K	Sell	1,296 -108	-8%	-$18.1K	0.12%	121
2025 Q4	$259K	Sell	1,404 -482	-26%	-$97.2K	0.15%	109
2025 Q3	$384K	Hold	1,886	–	–	0.22%	77
2025 Q2	$386K	Hold	1,886	–	–	0.25%	75
2025 Q1	$322K	Sell	1,886 -634	-25%	-$117K	0.23%	76
2024 Q4	$459K	Hold	2,520	–	–	0.33%	58
2024 Q3	$431K	Sell	2,520 -190	-7%	-$32K	0.32%	63
2024 Q2	$459K	Sell	2,710 -322	-11%	-$48.2K	0.37%	50
2024 Q1	$431K	Buy	3,032 +738	+32%	+$116K	0.37%	52
2023 Q4	$338K	Buy	+2,294	New	+$307K	0.32%	62

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

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

Emergent Wealth Advisors's PANW Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 7.3% in Q2 2026, selling an estimated $21.5K and leaving 1,202 shares worth $410K. The position accounts for 0.21% of the portfolio, ranked #81.

Emergent Wealth Advisors first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. The position peaked at $459K in Q2 2024. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Emergent Wealth Advisors held 1,202 shares of Palo Alto Networks worth $410K as of Q2 2026.
Emergent Wealth Advisors sold 94 Palo Alto Networks shares in Q2 2026, an estimated $21.5K.
Palo Alto Networks made up 0.21% of Emergent Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Emergent Wealth Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's Palo Alto Networks position peaked at $459K in Q2 2024.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.