Formidable Asset Management’s Palo Alto Networks PANW Stock Holding History

Formidable Asset 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	$1.02M	Buy	6,372 +1,080	+20%	+$247K	0.16%	135
2026 Q1	$975K	Sell	5,292 -80	-1%	-$13.4K	0.15%	133
2025 Q4	$1.09M	Hold	5,372	–	–	0.16%	125
2025 Q3	$1.1M	Buy	5,372 +304	+6%	+$58.2K	0.17%	114
2025 Q2	$865K	Hold	5,068	–	–	0.14%	133
2025 Q1	$865K	Buy	5,068 +30	+0.6%	+$5.55K	0.14%	136
2024 Q4	$917K	Hold	5,038	–	–	0.15%	131
2024 Q3	$861K	Buy	5,038 +2	+0%	+$337	0.14%	145
2024 Q2	$854K	Buy	5,036 +272	+6%	+$40.7K	0.14%	146
2024 Q1	$677K	Buy	4,764 +3,120	+190%	+$492K	0.11%	196
2023 Q4	$242K	Buy	+1,644	New	+$220K	0.05%	236
2023 Q3	–	Sell	-1,644	Closed	-$210K	–	307
2023 Q2	$210K	Buy	+1,644	New	+$171K	0.05%	255
2016 Q2	–	Sell	-450	Closed	-$11K	–	338
2016 Q1	$11K	Hold	450	–	–	0.01%	343
2015 Q4	$12K	Hold	450	–	–	0.01%	359
2015 Q3	$12K	Hold	450	–	–	0.01%	381
2015 Q2	$13K	Hold	450	–	–	0.01%	327
2015 Q1	$11K	Buy	+450	New	+$10.1K	0.01%	340

Other funds holding PANW

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

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

OIAM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Formidable Asset Management's PANW Position: Q2 2026 in Review

Formidable Asset Management increased its Palo Alto Networks (PANW) stake by 20% in Q2 2026, buying an estimated $247K and bringing the position to 6,372 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #135.

Formidable Asset Management first reported a position in PANW in Q1 2015 and has held it in 17 quarters since. The position peaked at $1.1M in Q3 2025. 534 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Formidable Asset Management held 6,372 shares of Palo Alto Networks worth $1.02M as of Q2 2026.
Formidable Asset Management bought 1,080 Palo Alto Networks shares in Q2 2026, an estimated $247K.
Palo Alto Networks made up 0.16% of Formidable Asset Management's portfolio in Q2 2026, its #135 holding.
Formidable Asset Management first reported a position in Palo Alto Networks in Q1 2015 and has held it in 17 quarters since.
Formidable Asset Management's Palo Alto Networks position peaked at $1.1M in Q3 2025.
534 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.