FWM
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Fonville Wealth Management’s Palo Alto Networks PANW Stock Holding History

Fonville 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 		$1.34M Sell
3,928
-7
-0.2% -$1.6K 0.22% 63
2026
Q1 		$631K Buy
3,935
+7
+0.2% +$1.18K 0.12% 76
2025
Q4 		$724K Buy
3,928
+113
+3% +$22.8K 0.15% 75
2025
Q3 		$777K Sell
3,815
-8
-0.2% -$1.53K 0.17% 73
2025
Q2 		$782K Hold
3,823
– – 0.2% 67
2025
Q1 		$688K Sell
3,823
-75
-2% -$13.9K 0.2% 65
2024
Q4 		$709K Buy
3,898
+26
+0.7% +$4.91K 0.23% 60
2024
Q3 		$662K Buy
3,872
+70
+2% +$11.8K 0.23% 60
2024
Q2 		$644K Buy
3,802
+160
+4% +$23.9K 0.26% 60
2024
Q1 		$517K Sell
3,642
-998
-22% -$157K 0.23% 64
2023
Q4 		$684K Buy
+4,640
New +$620K 0.36% 56

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

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

Fonville Wealth Management reduced its Palo Alto Networks (PANW) stake by 0.18% in Q2 2026, selling an estimated $1.6K and leaving 3,928 shares worth $1.34M. The position accounts for 0.22% of the portfolio, ranked #63.

Fonville Wealth Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Fonville Wealth Management held 3,928 shares of Palo Alto Networks worth $1.34M as of Q2 2026.
  • Fonville Wealth Management sold 7 Palo Alto Networks shares in Q2 2026, an estimated $1.6K.
  • Palo Alto Networks made up 0.22% of Fonville Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Fonville Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.