Halbert Hargrove Global Advisors’s Palo Alto Networks PANW Stock Holding History

Halbert Hargrove Global Advisors’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	$2.36K	Buy	+7	New	+$1.6K	﹤0.01%	375
2025 Q4	–	Sell	-30	Closed	-$6.11K	–	636
2025 Q3	$6.11K	Buy	+30	New	+$5.74K	﹤0.01%	391
2025 Q2	–	Sell	-9	Closed	-$1.56K	–	548
2025 Q1	$1.56K	Buy	+9	New	+$1.66K	﹤0.01%	420
2017 Q3	–	Sell	-14,118	Closed	-$315K	–	73
2017 Q2	$315K	Sell	14,118 -4,056	-22%	-$81.9K	0.08%	49
2017 Q1	$341K	Buy	18,174 +30	+0.2%	+$671	0.09%	49
2016 Q4	$378K	Sell	18,144 -36	-0.2%	-$863	0.11%	41
2016 Q3	$483K	Buy	+18,180	New	+$414K	0.14%	29

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

Halbert Hargrove Global Advisors's PANW Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 7 shares worth $2.36K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in PANW as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in PANW in Q3 2016 and has held it in 7 quarters since. The position peaked at $483K in Q3 2016. 1,317 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Halbert Hargrove Global Advisors held 7 shares of Palo Alto Networks worth $2.36K as of Q2 2026.
Palo Alto Networks was a new Halbert Hargrove Global Advisors position in Q2 2026.
Palo Alto Networks made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #375 holding.
Halbert Hargrove Global Advisors first reported a position in Palo Alto Networks in Q3 2016 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's Palo Alto Networks position peaked at $483K in Q3 2016.
1,317 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.