GoalVest Advisory’s Palo Alto Networks PANW Stock Holding History

GoalVest 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	$3.07K	Buy	+9	New	+$2.06K	﹤0.01%	419
2026 Q1	–	Sell	-12,192	Closed	-$2.25M	–	525
2025 Q4	$2.25M	Buy	12,192 +1,293	+12%	+$261K	0.43%	30
2025 Q3	$2.22M	Buy	10,899 +10,091	+1,249%	+$1.93M	0.47%	34
2025 Q2	$165K	Buy	808 +422	+109%	+$78.4K	0.04%	138
2025 Q1	$65.9K	Buy	386 +4	+1%	+$740	0.02%	166
2024 Q4	$69.5K	Sell	382 -184	-33%	-$34.8K	0.02%	167
2024 Q3	$96.7K	Hold	566	–	–	0.03%	146
2024 Q2	$95.9K	Sell	566 -14	-2%	-$2.09K	0.03%	132
2024 Q1	$82.4K	Buy	580 +38	+7%	+$5.99K	0.03%	164
2023 Q4	$79.9K	Buy	542 +30	+6%	+$4.01K	0.04%	105
2023 Q3	$60K	Sell	512 -426	-45%	-$50.4K	0.03%	131
2023 Q2	$120K	Buy	938 +28	+3%	+$2.91K	0.06%	88
2023 Q1	$90.9K	Sell	910 -4,158	-82%	-$352K	0.05%	89
2022 Q4	$354K	Buy	5,068 +274	+6%	+$22K	0.23%	59
2022 Q3	$393K	Sell	4,794 -1,134	-19%	-$98.2K	0.28%	65
2022 Q2	$515K	Sell	5,928 -186	-3%	-$16.5K	0.33%	90
2022 Q1	$634K	Buy	+6,114	New	+$547K	0.36%	80

Other funds holding PANW

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

GoalVest Advisory's PANW Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Palo Alto Networks (PANW) in Q2 2026: 9 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in PANW as recently as Q4 2025.

GoalVest Advisory first reported a position in PANW in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.25M in Q4 2025. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

GoalVest Advisory held 9 shares of Palo Alto Networks worth $3.07K as of Q2 2026.
Palo Alto Networks was a new GoalVest Advisory position in Q2 2026.
Palo Alto Networks made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #419 holding.
GoalVest Advisory first reported a position in Palo Alto Networks in Q1 2022 and has held it in 17 quarters since.
GoalVest Advisory's Palo Alto Networks position peaked at $2.25M in Q4 2025.
498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.