Grant Private Wealth Management’s Palo Alto Networks PANW Stock Holding History

Grant Private 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	$1.36M	Sell	3,996 -4,757	-54%	-$1.09M	0.57%	35
2026 Q1	$1.4M	Buy	8,753 +1,214	+16%	+$204K	0.74%	27
2025 Q4	$1.39M	Buy	7,539 +568	+8%	+$115K	0.84%	30
2025 Q3	$1.42M	Buy	+6,971	New	+$1.33M	0.88%	27
2025 Q2	–	Sell	-1,867	Closed	-$319K	–	121
2025 Q1	$319K	Buy	1,867 +573	+44%	+$106K	0.34%	85
2024 Q4	$235K	Buy	+1,294	New	+$244K	0.25%	101

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

Grant Private Wealth Management's PANW Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Palo Alto Networks (PANW) stake by 54% in Q2 2026, selling an estimated $1.09M and leaving 3,996 shares worth $1.36M. The position accounts for 0.57% of the portfolio, ranked #35.

Grant Private Wealth Management first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q3 2025. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Grant Private Wealth Management held 3,996 shares of Palo Alto Networks worth $1.36M as of Q2 2026.
Grant Private Wealth Management sold 4,757 Palo Alto Networks shares in Q2 2026, an estimated $1.09M.
Palo Alto Networks made up 0.57% of Grant Private Wealth Management's portfolio in Q2 2026, its #35 holding.
Grant Private Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Palo Alto Networks position peaked at $1.42M in Q3 2025.
498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.