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GeoWealth Management’s Palo Alto Networks PANW Stock Holding History

GeoWealth 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 		$1.63M Buy
4,783
+173
+4% +$39.6K 0.05% 215
2026
Q1 		$739K Sell
4,610
-697
-13% -$117K 0.03% 373
2025
Q4 		$978K Buy
5,307
+336
+7% +$67.8K 0.04% 279
2025
Q3 		$1.01M Buy
4,971
+257
+5% +$49.2K 0.04% 294
2025
Q2 		$965K Sell
4,714
-50
-1% -$9.29K 0.04% 267
2025
Q1 		$813K Sell
4,764
-447
-9% -$82.7K 0.03% 313
2024
Q4 		$948K Buy
5,211
+103
+2% +$19.5K 0.03% 307
2024
Q3 		$873K Sell
5,108
-18
-0.4% -$3.03K 0.03% 334
2024
Q2 		$869K Buy
5,126
+302
+6% +$45.2K 0.04% 301
2024
Q1 		$685K Buy
4,824
+120
+3% +$18.9K 0.03% 366
2023
Q4 		$694K Buy
+4,704
New +$629K 0.06% 266
2023
Q2 		– Sell
-72
Closed -$7K – 464
2023
Q1 		$7K Sell
72
-2,584
-97% -$219K ﹤0.01% 350
2022
Q4 		$185K Sell
2,656
-3,570
-57% -$287K 0.02% 253
2022
Q3 		$508K Buy
6,226
+274
+5% +$23.7K 0.06% 164
2022
Q2 		$489K Buy
5,952
+306
+5% +$27.1K 0.07% 161
2022
Q1 		$587K Buy
+5,646
New +$505K 0.05% 191

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

GeoWealth Management's PANW Position: Q2 2026 in Review

GeoWealth Management increased its Palo Alto Networks (PANW) stake by 3.8% in Q2 2026, buying an estimated $39.6K and bringing the position to 4,783 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #215.

GeoWealth Management first reported a position in PANW in Q1 2022 and has held it in 16 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • GeoWealth Management held 4,783 shares of Palo Alto Networks worth $1.63M as of Q2 2026.
  • GeoWealth Management bought 173 Palo Alto Networks shares in Q2 2026, an estimated $39.6K.
  • Palo Alto Networks made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #215 holding.
  • GeoWealth Management first reported a position in Palo Alto Networks in Q1 2022 and has held it in 16 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.