Finivi Inc’s Palo Alto Networks PANW Stock Holding History

Finivi Inc’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	$1.26M	Sell	3,700 -128	-3%	-$29.3K	0.65%	40
2026 Q1	$614K	Sell	3,828 -243	-6%	-$40.8K	0.34%	62
2025 Q4	$750K	Buy	4,071 +85	+2%	+$17.1K	0.43%	53
2025 Q3	$812K	Sell	3,986 -9	-0.2%	-$1.72K	0.52%	47
2025 Q2	$818K	Buy	3,995 +22	+0.6%	+$4.08K	0.55%	47
2025 Q1	$678K	Buy	3,973 +402	+11%	+$74.3K	0.55%	46
2024 Q4	$650K	Buy	+3,571	New	+$675K	0.52%	49
2024 Q2	–	Sell	-4,912	Closed	-$698K	–	94
2024 Q1	$698K	Buy	4,912 +3,206	+188%	+$506K	0.63%	44
2023 Q4	$252K	Buy	+1,706	New	+$228K	0.25%	81

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Finivi Inc's PANW Position: Q2 2026 in Review

Finivi Inc reduced its Palo Alto Networks (PANW) stake by 3.3% in Q2 2026, selling an estimated $29.3K and leaving 3,700 shares worth $1.26M. The position accounts for 0.65% of the portfolio, ranked #40.

Finivi Inc first reported a position in PANW in Q4 2023 and has held it in 9 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Finivi Inc held 3,700 shares of Palo Alto Networks worth $1.26M as of Q2 2026.
Finivi Inc sold 128 Palo Alto Networks shares in Q2 2026, an estimated $29.3K.
Palo Alto Networks made up 0.65% of Finivi Inc's portfolio in Q2 2026, its #40 holding.
Finivi Inc first reported a position in Palo Alto Networks in Q4 2023 and has held it in 9 quarters since.
935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.