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Forum Financial Management’s Palo Alto Networks PANW Stock Holding History

Forum Financial 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 		$354K Buy
+1,037
New +$237K ﹤0.01% 251
2026
Q1 		– Sell
-3,966
Closed -$731K – 791
2025
Q4 		$731K Sell
3,966
-44
-1% -$8.88K 0.01% 329
2025
Q3 		$817K Buy
4,010
+131
+3% +$25.1K 0.01% 284
2025
Q2 		$794K Buy
3,879
+403
+12% +$74.8K 0.01% 257
2025
Q1 		$593K Buy
3,476
+20
+0.6% +$3.7K 0.01% 317
2024
Q4 		$629K Buy
3,456
+64
+2% +$12.1K 0.01% 310
2024
Q3 		$580K Sell
3,392
-104
-3% -$17.5K 0.01% 288
2024
Q2 		$593K Buy
3,496
+316
+10% +$47.3K 0.01% 262
2024
Q1 		$452K Buy
3,180
+60
+2% +$9.46K 0.01% 358
2023
Q4 		$460K Buy
3,120
+200
+7% +$26.7K 0.01% 310
2023
Q3 		$342K Hold
2,920
– – 0.01% 382
2023
Q2 		$373K Sell
2,920
-150
-5% -$15.6K 0.01% 371
2023
Q1 		$307K Buy
+3,070
New +$260K 0.01% 396
2022
Q4 		– Sell
-4,050
Closed -$332K – 601
2022
Q3 		$332K Hold
4,050
– – 0.02% 315
2022
Q2 		$333K Hold
4,050
– – 0.02% 325
2022
Q1 		$420K Buy
4,050
+6
+0.1% +$537 0.02% 283
2021
Q4 		$375K Buy
+4,044
New +$350K 0.02% 328

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Forum Financial Management's PANW Position: Q2 2026 in Review

Forum Financial Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,037 shares worth $354K. The stake represents ﹤0.01% of the portfolio and ranks #251 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in PANW as recently as Q4 2025.

Forum Financial Management first reported a position in PANW in Q4 2021 and has held it in 17 quarters since. The position peaked at $817K in Q3 2025. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Forum Financial Management held 1,037 shares of Palo Alto Networks worth $354K as of Q2 2026.
  • Palo Alto Networks was a new Forum Financial Management position in Q2 2026.
  • Palo Alto Networks made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #251 holding.
  • Forum Financial Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 17 quarters since.
  • Forum Financial Management's Palo Alto Networks position peaked at $817K in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.