IBEX Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-78
Closed -$1K 292
2019
Q2
$1K Buy
+78
New +$2.92K ﹤0.01% 411

Other funds holding PANW

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

IBEX Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 98% in Q2 2026, selling an estimated $13.3M and leaving 1,152 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #172.

IBEX Wealth Advisors first reported a position in PANW in Q4 2016 and has held it in 18 quarters since. The position peaked at $13.6M in Q3 2025. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • IBEX Wealth Advisors held 1,152 shares of Palo Alto Networks worth $393K as of Q2 2026.
  • IBEX Wealth Advisors sold 58,069 Palo Alto Networks shares in Q2 2026, an estimated $13.3M.
  • Palo Alto Networks made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • IBEX Wealth Advisors first reported a position in Palo Alto Networks in Q4 2016 and has held it in 18 quarters since.
  • IBEX Wealth Advisors's Palo Alto Networks position peaked at $13.6M in Q3 2025.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.