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 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

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

Heartwood Wealth Advisors's PANW Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Palo Alto Networks (PANW) stake by 3.4% in Q2 2026, buying an estimated $45.1K and bringing the position to 5,944 shares worth $2.03M. The position accounts for 0.16% of the portfolio, ranked #65.

Heartwood Wealth Advisors first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Heartwood Wealth Advisors held 5,944 shares of Palo Alto Networks worth $2.03M as of Q2 2026.
Heartwood Wealth Advisors bought 197 Palo Alto Networks shares in Q2 2026, an estimated $45.1K.
Palo Alto Networks made up 0.16% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Heartwood Wealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.