First Heartland Consultants’s Palo Alto Networks PANW Stock Holding History

First Heartland Consultants’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	$662K	Buy	1,941 +113	+6%	+$25.9K	0.04%	279
2026 Q1	$293K	Buy	1,828 +268	+17%	+$45K	0.02%	410
2025 Q4	$287K	Buy	1,560 +41	+3%	+$8.27K	0.02%	428
2025 Q3	$309K	Sell	1,519 -54	-3%	-$10.3K	0.03%	398
2025 Q2	$322K	Sell	1,573 -19	-1%	-$3.53K	0.03%	370
2025 Q1	$272K	Buy	1,592 +308	+24%	+$57K	0.03%	363
2024 Q4	$234K	Buy	+1,284	New	+$243K	0.02%	399
2017 Q2	–	Sell	-15,450	Closed	-$290K	–	351
2017 Q1	$290K	Buy	+15,450	New	+$345K	0.08%	257

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

First Heartland Consultants's PANW Position: Q2 2026 in Review

First Heartland Consultants increased its Palo Alto Networks (PANW) stake by 6.2% in Q2 2026, buying an estimated $25.9K and bringing the position to 1,941 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #279.

First Heartland Consultants first reported a position in PANW in Q1 2017 and has held it in 8 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

First Heartland Consultants held 1,941 shares of Palo Alto Networks worth $662K as of Q2 2026.
First Heartland Consultants bought 113 Palo Alto Networks shares in Q2 2026, an estimated $25.9K.
Palo Alto Networks made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #279 holding.
First Heartland Consultants first reported a position in Palo Alto Networks in Q1 2017 and has held it in 8 quarters since.
935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.