Golden State Wealth Management’s Palo Alto Networks PANW Stock Holding History

Golden State Wealth 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	$2.95M	Buy	8,663 +106	+1%	+$24.3K	0.27%	89
2026 Q1	$1.37M	Buy	8,557 +652	+8%	+$110K	0.15%	132
2025 Q4	$1.46M	Buy	7,905 +226	+3%	+$45.6K	0.15%	111
2025 Q3	$1.56M	Sell	7,679 -128	-2%	-$24.5K	0.17%	102
2025 Q2	$1.6M	Buy	7,807 +420	+6%	+$78K	0.19%	98
2025 Q1	$1.26M	Buy	7,387 +495	+7%	+$91.5K	0.19%	98
2024 Q4	$1.25M	Buy	+6,892	New	+$1.3M	0.19%	95
2022 Q1	$336K	Sell	3,240 -1,692	-34%	-$151K	0.07%	224
2021 Q4	$458K	Buy	4,932 +2,292	+87%	+$198K	0.08%	227
2021 Q3	$211K	Buy	+2,640	New	+$185K	0.05%	286
2021 Q1	–	Sell	-3,456	Closed	-$205K	–	227
2020 Q4	$205K	Buy	+3,456	New	+$161K	0.06%	233
2020 Q2	–	Sell	-2,616	Closed	-$71K	–	680
2020 Q1	$71K	Buy	+2,616	New	+$91.3K	0.03%	300
2019 Q4	–	Sell	-2,778	Closed	-$94K	–	663
2019 Q3	$94K	Sell	2,778 -900	-24%	-$31.9K	0.03%	324
2019 Q2	$124K	Sell	3,678 -1,020	-22%	-$38.2K	0.04%	304
2019 Q1	$190K	Buy	+4,698	New	+$174K	0.06%	237

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

Golden State Wealth Management's PANW Position: Q2 2026 in Review

Golden State Wealth Management increased its Palo Alto Networks (PANW) stake by 1.2% in Q2 2026, buying an estimated $24.3K and bringing the position to 8,663 shares worth $2.95M. The position accounts for 0.27% of the portfolio, ranked #89.

Golden State Wealth Management first reported a position in PANW in Q1 2019 and has held it in 15 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Golden State Wealth Management held 8,663 shares of Palo Alto Networks worth $2.95M as of Q2 2026.
Golden State Wealth Management bought 106 Palo Alto Networks shares in Q2 2026, an estimated $24.3K.
Palo Alto Networks made up 0.27% of Golden State Wealth Management's portfolio in Q2 2026, its #89 holding.
Golden State Wealth Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 15 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.