Integris Wealth Management
PANW icon

Integris Wealth Management’s Palo Alto Networks PANW Stock Holding History

Integris 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
Q3 		$243K Sell
612
-220
-26% -$78.3K 0.05% 120
2026
Q2 		$284K Buy
+832
New +$190K 0.06% 107

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New York State Teachers Retirement System (NYSTRS)
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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
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ABN AMRO Investment Solutions
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Mogy Joel R Investment Counsel
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Integris Wealth Management's PANW Position: Q3 2026 in Review

Integris Wealth Management reduced its Palo Alto Networks (PANW) stake by 26% in Q3 2026, selling an estimated $78.3K and leaving 612 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #120.

Integris Wealth Management first reported a position in PANW in Q2 2026 and has held it in 2 quarters since. The position peaked at $284K in Q2 2026. 951 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Integris Wealth Management held 612 shares of Palo Alto Networks worth $243K as of Q3 2026.
  • Integris Wealth Management sold 220 Palo Alto Networks shares in Q3 2026, an estimated $78.3K.
  • Palo Alto Networks made up 0.05% of Integris Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Integris Wealth Management first reported a position in Palo Alto Networks in Q2 2026 and has held it in 2 quarters since.
  • Integris Wealth Management's Palo Alto Networks position peaked at $284K in Q2 2026.
  • 951 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.