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Investment Advisory Services’s Palo Alto Networks PANW Stock Holding History

Investment Advisory Services’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 		$421K Buy
+1,234
New +$282K 0.12% 83
2026
Q1 		– Sell
-1,185
Closed -$218K – 133
2025
Q4 		$218K Buy
1,185
+10
+0.9% +$2.02K 0.07% 120
2025
Q3 		$239K Sell
1,175
-82
-7% -$15.7K 0.08% 114
2025
Q2 		$257K Buy
1,257
+55
+5% +$10.2K 0.09% 107
2025
Q1 		$205K Hold
1,202
– – 0.07% 112
2024
Q4 		$219K Sell
1,202
-308
-20% -$58.2K 0.08% 111
2024
Q3 		$258K Buy
1,510
+36
+2% +$6.06K 0.09% 106
2024
Q2 		$250K Buy
+1,474
New +$220K 0.09% 103

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Investment Advisory Services's PANW Position: Q2 2026 in Review

Investment Advisory Services opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,234 shares worth $421K. The stake represents 0.12% of the portfolio and ranks #83 among its holdings. This is a return to the name: Investment Advisory Services previously reported a position in PANW as recently as Q4 2025.

Investment Advisory Services first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Investment Advisory Services held 1,234 shares of Palo Alto Networks worth $421K as of Q2 2026.
  • Palo Alto Networks was a new Investment Advisory Services position in Q2 2026.
  • Palo Alto Networks made up 0.12% of Investment Advisory Services's portfolio in Q2 2026, its #83 holding.
  • Investment Advisory Services first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
  • 935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.