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Forza Wealth Management’s Palo Alto Networks PANW Stock Holding History

Forza 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 		$1.59M Hold
4,651
– – 0.49% 50
2026
Q1 		$746K Buy
+4,651
New +$781K 0.26% 90

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
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Forza Wealth Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 4,651 shares worth $1.59M. The position accounts for 0.49% of the portfolio, ranked #50.

Forza Wealth Management first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 593 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Forza Wealth Management held 4,651 shares of Palo Alto Networks worth $1.59M as of Q2 2026.
  • Forza Wealth Management left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.49% of Forza Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Forza Wealth Management first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • 593 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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