Holistic Financial Partners’s Palo Alto Networks PANW Stock Holding History

Holistic Financial Partners’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	$578K	Sell	1,694 -68	-4%	-$15.6K	0.35%	47
2026 Q1	$282K	Buy	1,762 +505	+40%	+$84.8K	0.11%	102
2025 Q4	$232K	Buy	1,257 +40	+3%	+$8.07K	0.08%	121
2025 Q3	$248K	Buy	1,217 +34	+3%	+$6.51K	0.1%	121
2025 Q2	$242K	Buy	1,183 +6	+0.5%	+$1.11K	0.11%	107
2025 Q1	$201K	Buy	1,177 +11	+0.9%	+$2.03K	0.1%	114
2024 Q4	$212K	Buy	+1,166	New	+$220K	0.11%	109
2024 Q3	–	Sell	-1,430	Closed	-$242K	–	127
2024 Q2	$242K	Buy	1,430 +10	+0.7%	+$1.5K	0.12%	98
2024 Q1	$202K	Sell	1,420 -246	-15%	-$38.8K	0.1%	129
2023 Q4	$246K	Buy	+1,666	New	+$223K	0.15%	92
2023 Q3	–	Sell	-1,628	Closed	-$208K	–	114
2023 Q2	$208K	Buy	+1,628	New	+$169K	0.14%	98

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Holistic Financial Partners's PANW Position: Q2 2026 in Review

Holistic Financial Partners reduced its Palo Alto Networks (PANW) stake by 3.9% in Q2 2026, selling an estimated $15.6K and leaving 1,694 shares worth $578K. The position accounts for 0.35% of the portfolio, ranked #47.

Holistic Financial Partners first reported a position in PANW in Q2 2023 and has held it in 11 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Holistic Financial Partners held 1,694 shares of Palo Alto Networks worth $578K as of Q2 2026.
Holistic Financial Partners sold 68 Palo Alto Networks shares in Q2 2026, an estimated $15.6K.
Palo Alto Networks made up 0.35% of Holistic Financial Partners's portfolio in Q2 2026, its #47 holding.
Holistic Financial Partners first reported a position in Palo Alto Networks in Q2 2023 and has held it in 11 quarters since.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.