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IAM Advisory’s Palo Alto Networks PANW Stock Holding History

IAM Advisory’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 		$3.31M Buy
9,700
+236
+2% +$54K 0.64% 23
2026
Q1 		$1.52M Buy
9,464
+116
+1% +$19.5K 0.34% 51
2025
Q4 		$1.72M Sell
9,348
-206
-2% -$41.6K 0.38% 40
2025
Q3 		$1.95M Sell
9,554
-5
-0.1% -$957 0.44% 38
2025
Q2 		$1.96M Sell
9,559
-56
-0.6% -$10.4K 0.47% 34
2025
Q1 		$1.64M Sell
9,615
-276
-3% -$51K 0.43% 42
2024
Q4 		$1.8M Sell
9,891
-19
-0.2% -$3.59K 0.46% 38
2024
Q3 		$1.69M Buy
9,910
+284
+3% +$47.8K 0.43% 46
2024
Q2 		$1.63M Sell
9,626
-164
-2% -$24.5K 0.44% 46
2024
Q1 		$1.39M Sell
9,790
-94
-1% -$14.8K 0.38% 48
2023
Q4 		$1.46M Sell
9,884
-394
-4% -$52.7K 0.46% 39
2023
Q3 		$1.2M Sell
10,278
-28
-0.3% -$3.31K 0.42% 40
2023
Q2 		$1.32M Buy
10,306
+10
+0.1% +$1.04K 0.45% 37
2023
Q1 		$1.03M Sell
10,296
-252
-2% -$21.4K 0.36% 44
2022
Q4 		$736K Sell
10,548
-546
-5% -$43.8K 0.27% 52
2022
Q3 		$909K Buy
11,094
+438
+4% +$37.9K 0.38% 43
2022
Q2 		$877K Buy
+10,656
New +$945K 0.36% 43

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return