Global Financial Private Client’s Palo Alto Networks PANW Stock Holding History

Global Financial Private Client’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	$2.84M	Buy	8,341 +416	+5%	+$95.2K	0.77%	32
2026 Q1	$1.27M	Buy	7,925 +2,209	+39%	+$371K	0.42%	72
2025 Q4	$1.05M	Buy	5,716 +70	+1%	+$14.1K	0.37%	81
2025 Q3	$1.15M	Buy	5,646 +59	+1%	+$11.3K	0.41%	77
2025 Q2	$1.14M	Buy	5,587 +1,178	+27%	+$219K	0.43%	69
2025 Q1	$752K	Buy	4,409 +59	+1%	+$10.9K	0.29%	97
2024 Q4	$792K	Sell	4,350 -2	-0%	-$378	0.3%	92
2024 Q3	$744K	Sell	4,352 -456	-9%	-$76.8K	0.29%	96
2024 Q2	$815K	Buy	4,808 +90	+2%	+$13.5K	0.34%	81
2024 Q1	$659K	Buy	4,718 +806	+21%	+$127K	0.28%	98
2023 Q4	$577K	Buy	3,912 +274	+8%	+$36.6K	0.27%	100
2023 Q3	$431K	Sell	3,638 -6	-0.2%	-$710	0.22%	105
2023 Q2	$464K	Sell	3,644 -770	-17%	-$80.1K	0.23%	105
2023 Q1	$433K	Sell	4,414 -92	-2%	-$7.8K	0.22%	104
2022 Q4	$314K	Buy	4,506 +4,446	+7,410%	+$357K	0.18%	109
2022 Q3	$5.09K	Hold	60	–	–	﹤0.01%	467
2022 Q2	$5.08K	Hold	60	–	–	﹤0.01%	455
2022 Q1	$6.11K	Hold	60	–	–	﹤0.01%	451
2021 Q4	$5.57K	Hold	60	–	–	﹤0.01%	447
2021 Q3	$4.87K	Hold	60	–	–	﹤0.01%	400
2021 Q2	$3.71K	Hold	60	–	–	﹤0.01%	424
2021 Q1	$3.28K	Sell	60 -6	-9%	-$357	﹤0.01%	388
2020 Q4	$4.03K	Sell	66 -264	-80%	-$12.3K	﹤0.01%	369
2020 Q3	$13.9K	Sell	330 -18	-5%	-$749	0.01%	287
2020 Q2	$13.3K	Hold	348	–	–	0.01%	317
2020 Q1	$9.5K	Sell	348 -4,104	-92%	-$143K	0.01%	356
2019 Q4	$172K	Buy	+4,452	New	+$168K	0.14%	121

Other funds holding PANW

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Global Financial Private Client's PANW Position: Q2 2026 in Review

Global Financial Private Client increased its Palo Alto Networks (PANW) stake by 5.2% in Q2 2026, buying an estimated $95.2K and bringing the position to 8,341 shares worth $2.84M. The position accounts for 0.77% of the portfolio, ranked #32.

Global Financial Private Client first reported a position in PANW in Q4 2019 and has held it in 27 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Global Financial Private Client held 8,341 shares of Palo Alto Networks worth $2.84M as of Q2 2026.
Global Financial Private Client bought 416 Palo Alto Networks shares in Q2 2026, an estimated $95.2K.
Palo Alto Networks made up 0.77% of Global Financial Private Client's portfolio in Q2 2026, its #32 holding.
Global Financial Private Client first reported a position in Palo Alto Networks in Q4 2019 and has held it in 27 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.