Global Wealth Management Investment Advisory’s Palo Alto Networks PANW Stock Holding History

Global Wealth Management Investment Advisory’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	$9.49M	Sell	27,834 -188	-0.7%	-$43K	1.35%	22
2026 Q1	$4.49M	Buy	28,022 +8,605	+44%	+$1.45M	0.7%	56
2025 Q4	$3.58M	Buy	19,417 +547	+3%	+$110K	0.57%	63
2025 Q3	$3.84M	Buy	18,870 +2,876	+18%	+$551K	0.64%	59
2025 Q2	$3.27M	Sell	15,994 -199	-1%	-$37K	0.61%	58
2025 Q1	$2.76M	Buy	16,193 +1,573	+11%	+$291K	0.55%	62
2024 Q4	$2.66M	Buy	14,620 +476	+3%	+$89.9K	0.55%	62
2024 Q3	$2.42M	Buy	14,144 +140	+1%	+$23.6K	0.52%	61
2024 Q2	$2.37M	Buy	14,004 +864	+7%	+$129K	0.55%	58
2024 Q1	$1.87M	Sell	13,140 -492	-4%	-$77.6K	0.46%	66
2023 Q4	$2.01M	Buy	13,632 +126	+0.9%	+$16.8K	0.52%	62
2023 Q3	$1.58M	Buy	13,506 +724	+6%	+$85.7K	0.44%	67
2023 Q2	$1.63M	Sell	12,782 -12	-0.1%	-$1.25K	0.45%	64
2023 Q1	$1.28M	Sell	12,794 -194	-1%	-$16.4K	0.38%	71
2022 Q4	$906K	Buy	12,988 +1,052	+9%	+$84.5K	0.29%	81
2022 Q3	$977K	Buy	11,936 +452	+4%	+$39.1K	0.35%	78
2022 Q2	$945K	Sell	11,484 -1,044	-8%	-$92.6K	0.32%	78
2022 Q1	$1.3M	Buy	12,528 +792	+7%	+$70.9K	0.39%	74
2021 Q4	$1.09M	Buy	11,736 +306	+3%	+$26.5K	0.33%	79
2021 Q3	$912K	Buy	11,430 +1,074	+10%	+$75.5K	0.29%	83
2021 Q2	$640K	Buy	10,356 +432	+4%	+$25.6K	0.21%	91
2021 Q1	$533K	Sell	9,924 -810	-8%	-$48.1K	0.19%	93
2020 Q4	$636K	Buy	10,734 +1,122	+12%	+$52.4K	0.25%	81
2020 Q3	$392K	Buy	9,612 +594	+7%	+$24.7K	0.17%	89
2020 Q2	$345K	Sell	9,018 -156	-2%	-$5.5K	0.15%	93
2020 Q1	$251K	Buy	9,174 +234	+3%	+$8.17K	0.13%	96
2019 Q4	$345K	Buy	8,940 +474	+6%	+$17.9K	0.15%	92
2019 Q3	$288K	Buy	8,466 +768	+10%	+$27.2K	0.13%	92
2019 Q2	$261K	Buy	7,698 +330	+4%	+$12.3K	0.13%	95
2019 Q1	$298K	Buy	7,368 +36	+0.5%	+$1.33K	0.15%	93
2018 Q4	$230K	Buy	+7,332	New	+$229K	0.13%	122

Other funds holding PANW

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's PANW Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Palo Alto Networks (PANW) stake by 0.67% in Q2 2026, selling an estimated $43K and leaving 27,834 shares worth $9.49M. The position accounts for 1.35% of the portfolio, ranked #22.

Global Wealth Management Investment Advisory first reported a position in PANW in Q4 2018 and has held it in 31 quarters since. 1,529 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Global Wealth Management Investment Advisory held 27,834 shares of Palo Alto Networks worth $9.49M as of Q2 2026.
Global Wealth Management Investment Advisory sold 188 Palo Alto Networks shares in Q2 2026, an estimated $43K.
Palo Alto Networks made up 1.35% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #22 holding.
Global Wealth Management Investment Advisory first reported a position in Palo Alto Networks in Q4 2018 and has held it in 31 quarters since.
1,529 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.