Institute for Wealth Management’s Palo Alto Networks PANW Stock Holding History

Institute for Wealth Management’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	$4.63M	Sell	13,577 -19	-0.1%	-$4.35K	0.41%	47
2026 Q1	$2.18M	Sell	13,596 -8	-0.1%	-$1.34K	0.23%	98
2025 Q4	$2.51M	Sell	13,604 -533	-4%	-$108K	0.27%	79
2025 Q3	$2.88M	Sell	14,137 -278	-2%	-$53.2K	0.3%	66
2025 Q2	$2.95M	Sell	14,415 -838	-5%	-$156K	0.33%	56
2025 Q1	$2.6M	Sell	15,253 -238	-2%	-$44K	0.33%	62
2024 Q4	$2.82M	Sell	15,491 -309	-2%	-$58.4K	0.35%	58
2024 Q3	$2.7M	Sell	15,800 -8	-0.1%	-$1.35K	0.34%	59
2024 Q2	$2.68M	Sell	15,808 -528	-3%	-$79K	0.36%	56
2024 Q1	$2.32M	Buy	16,336 +670	+4%	+$106K	0.3%	70
2023 Q4	$2.31M	Sell	15,666 -404	-3%	-$54K	0.37%	56
2023 Q3	$1.88M	Sell	16,070 -50	-0.3%	-$5.92K	0.34%	72
2023 Q2	$2.06M	Buy	16,120 +4	+0%	+$416	0.35%	73
2023 Q1	$1.61M	Sell	16,116 -66	-0.4%	-$5.59K	0.31%	82
2022 Q4	$1.13M	Sell	16,182 -1,130	-7%	-$90.7K	0.24%	115
2022 Q3	$1.42M	Buy	17,312 +308	+2%	+$26.7K	0.32%	84
2022 Q2	$1.4M	Sell	17,004 -18	-0.1%	-$1.6K	0.27%	95
2022 Q1	$1.77M	Sell	17,022 -642	-4%	-$57.5K	0.29%	86
2021 Q4	$1.64M	Sell	17,664 -54	-0.3%	-$4.67K	0.27%	93
2021 Q3	$1.41M	Buy	17,718 +624	+4%	+$43.8K	0.25%	102
2021 Q2	$1.06M	Sell	17,094 -66	-0.4%	-$3.91K	0.19%	145
2021 Q1	$921K	Sell	17,160 -144	-0.8%	-$8.56K	0.18%	154
2020 Q4	$1.02M	Sell	17,304 -168	-1%	-$7.85K	0.2%	124
2020 Q3	$713K	Buy	17,472 +54	+0.3%	+$2.25K	0.16%	163
2020 Q2	$667K	Sell	17,418 -300	-2%	-$10.6K	0.16%	169
2020 Q1	$484K	Sell	17,718 -7,104	-29%	-$248K	0.15%	193
2019 Q4	$957K	Sell	24,822 -1,674	-6%	-$63.3K	0.22%	127
2019 Q3	$900K	Sell	26,496 -330	-1%	-$11.7K	0.23%	133
2019 Q2	$911K	Buy	26,826 +834	+3%	+$31.2K	0.2%	144
2019 Q1	$1.05M	Buy	+25,992	New	+$964K	0.23%	122
2018 Q1	–	Sell	-12,558	Closed	-$304K	–	359
2017 Q4	$304K	Buy	+12,558	New	+$306K	0.07%	304
2017 Q3	–	Sell	-14,076	Closed	-$316K	–	351
2017 Q2	$316K	Buy	+14,076	New	+$284K	0.09%	301

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

Institute for Wealth Management's PANW Position: Q2 2026 in Review

Institute for Wealth Management reduced its Palo Alto Networks (PANW) stake by 0.14% in Q2 2026, selling an estimated $4.35K and leaving 13,577 shares worth $4.63M. The position accounts for 0.41% of the portfolio, ranked #47.

Institute for Wealth Management first reported a position in PANW in Q2 2017 and has held it in 32 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Institute for Wealth Management held 13,577 shares of Palo Alto Networks worth $4.63M as of Q2 2026.
Institute for Wealth Management sold 19 Palo Alto Networks shares in Q2 2026, an estimated $4.35K.
Palo Alto Networks made up 0.41% of Institute for Wealth Management's portfolio in Q2 2026, its #47 holding.
Institute for Wealth Management first reported a position in Palo Alto Networks in Q2 2017 and has held it in 32 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.