HWM
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HB Wealth Management’s Palo Alto Networks PANW Stock Holding History

HB 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
2025
Q1 		– Sell
-2,000
Closed -$367K – 1263
2024
Q4 		$367K Hold
2,000
– – ﹤0.01% 740
2024
Q3 		$341K Sell
2,000
-2,600
-57% -$438K ﹤0.01% 717
2024
Q2 		$780K Buy
+4,600
New +$688K 0.01% 425

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

HB Wealth Management's PANW Position: Q2 2026 in Review

HB Wealth Management reduced its Palo Alto Networks (PANW) stake by 2.6% in Q2 2026, selling an estimated $292K and leaving 48,073 shares worth $16.4M. The position accounts for 0.09% of the portfolio, ranked #120.

HB Wealth Management first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 1,200 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • HB Wealth Management held 48,073 shares of Palo Alto Networks worth $16.4M as of Q2 2026.
  • HB Wealth Management sold 1,274 Palo Alto Networks shares in Q2 2026, an estimated $292K.
  • Palo Alto Networks made up 0.09% of HB Wealth Management's portfolio in Q2 2026, its #120 holding.
  • HB Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.