Global Wealth Strategies & Associates’s Palo Alto Networks PANW Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-228	Closed	-$36.6K	–	334
2026 Q1	$36.6K	Hold	228	–	–	0.01%	201
2025 Q4	$42K	Buy	228 +2	+0.9%	+$403	0.01%	169
2025 Q3	$46K	Hold	226	–	–	0.01%	154
2025 Q2	$46.2K	Sell	226 -42	-16%	-$7.8K	0.01%	120
2025 Q1	$45.7K	Buy	268 +80	+43%	+$14.8K	0.01%	126
2024 Q4	$34.2K	Hold	188	–	–	0.01%	129
2024 Q3	$32.1K	Buy	188 +18	+11%	+$3.03K	0.01%	117
2024 Q2	$28.8K	Hold	170	–	–	0.01%	111
2024 Q1	$24.2K	Buy	170 +98	+136%	+$15.5K	0.01%	123
2023 Q4	$10.6K	Hold	72	–	–	﹤0.01%	162
2023 Q3	$8.44K	Buy	72 +42	+140%	+$4.97K	﹤0.01%	173
2023 Q2	$3.83K	Hold	30	–	–	﹤0.01%	219
2023 Q1	$3K	Hold	30	–	–	﹤0.01%	241
2022 Q4	$2.09K	Buy	+30	New	+$2.41K	﹤0.01%	264

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 Wealth Strategies & Associates's PANW Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 228 shares — an estimated $36.6K sold.

Global Wealth Strategies & Associates first reported a position in PANW in Q4 2022 and held it in 14 quarters. The position peaked at $46.2K in Q2 2025. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 228 Palo Alto Networks shares in Q2 2026, an estimated $36.6K.
Global Wealth Strategies & Associates first reported a position in Palo Alto Networks in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Palo Alto Networks position peaked at $46.2K in Q2 2025.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.