HWA
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Heartwood Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Heartwood Wealth 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
Q3 		$2.4M Buy
6,039
+95
+2% +$33.8K 0.19% 58
2026
Q2 		$2.03M Buy
5,944
+197
+3% +$45.1K 0.16% 65
2026
Q1 		$921K Buy
5,747
+96
+2% +$16.1K 0.08% 100
2025
Q4 		$1.04M Buy
5,651
+1,285
+29% +$259K 0.1% 85
2025
Q3 		$889K Hold
4,366
– – 0.08% 92
2025
Q2 		$893K Sell
4,366
-113
-3% -$21K 0.09% 89
2025
Q1 		$764K Buy
4,479
+55
+1% +$10.2K 0.09% 84
2024
Q4 		$805K Buy
4,424
+172
+4% +$32.5K 0.09% 80
2024
Q3 		$727K Sell
4,252
-216
-5% -$36.4K 0.08% 82
2024
Q2 		$757K Buy
+4,468
New +$668K 0.09% 81

Other funds holding PANW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Heartwood Wealth Advisors's PANW Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Palo Alto Networks (PANW) stake by 1.6% in Q3 2026, buying an estimated $33.8K and bringing the position to 6,039 shares worth $2.4M. The position accounts for 0.19% of the portfolio, ranked #58.

Heartwood Wealth Advisors first reported a position in PANW in Q2 2024 and has held it in 10 quarters since. 158 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Heartwood Wealth Advisors held 6,039 shares of Palo Alto Networks worth $2.4M as of Q3 2026.
  • Heartwood Wealth Advisors bought 95 Palo Alto Networks shares in Q3 2026, an estimated $33.8K.
  • Palo Alto Networks made up 0.19% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #58 holding.
  • Heartwood Wealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 10 quarters since.
  • 158 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.