FWA
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FSM Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

FSM Wealth Advisors’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 		$1.47M Buy
4,315
+203
+5% +$46.5K 0.16% 82
2026
Q1 		$659K Buy
4,112
+429
+12% +$72.1K 0.08% 129
2025
Q4 		$678K Buy
3,683
+14
+0.4% +$2.82K 0.09% 124
2025
Q3 		$747K Buy
3,669
+466
+15% +$89.2K 0.11% 119
2025
Q2 		$645K Buy
3,203
+1,279
+66% +$238K 0.1% 128
2025
Q1 		$328K Buy
1,924
+704
+58% +$130K 0.07% 146
2024
Q4 		$216K Buy
+1,220
New +$230K 0.05% 176

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

FSM Wealth Advisors's PANW Position: Q2 2026 in Review

FSM Wealth Advisors increased its Palo Alto Networks (PANW) stake by 4.9% in Q2 2026, buying an estimated $46.5K and bringing the position to 4,315 shares worth $1.47M. The position accounts for 0.16% of the portfolio, ranked #82.

FSM Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • FSM Wealth Advisors held 4,315 shares of Palo Alto Networks worth $1.47M as of Q2 2026.
  • FSM Wealth Advisors bought 203 Palo Alto Networks shares in Q2 2026, an estimated $46.5K.
  • Palo Alto Networks made up 0.16% of FSM Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • FSM Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.