Intergy Private Wealth
PANW icon

Intergy Private Wealth’s Palo Alto Networks PANW Stock Holding History

Intergy Private Wealth’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 		$329K Buy
829
+59
+8% +$21K 0.07% 95
2026
Q2 		$263K Buy
+770
New +$176K 0.06% 114

Other funds holding PANW

Robeco Institutional Asset Management
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Intergy Private Wealth's PANW Position: Q3 2026 in Review

Intergy Private Wealth increased its Palo Alto Networks (PANW) stake by 7.7% in Q3 2026, buying an estimated $21K and bringing the position to 829 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #95.

Intergy Private Wealth first reported a position in PANW in Q2 2026 and has held it in 2 quarters since. 884 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Intergy Private Wealth held 829 shares of Palo Alto Networks worth $329K as of Q3 2026.
  • Intergy Private Wealth bought 59 Palo Alto Networks shares in Q3 2026, an estimated $21K.
  • Palo Alto Networks made up 0.07% of Intergy Private Wealth's portfolio in Q3 2026, its #95 holding.
  • Intergy Private Wealth first reported a position in Palo Alto Networks in Q2 2026 and has held it in 2 quarters since.
  • 884 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.