Investment Planning Advisors’s Palo Alto Networks PANW Stock Holding History

Investment Planning Advisors’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	$445K	Buy	+1,306	New	+$299K	0.1%	78

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investment Planning Advisors's PANW Position: Q2 2026 in Review

Investment Planning Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,306 shares worth $445K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings.

855 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Investment Planning Advisors held 1,306 shares of Palo Alto Networks worth $445K as of Q2 2026.
Palo Alto Networks was a new Investment Planning Advisors position in Q2 2026.
Palo Alto Networks made up 0.1% of Investment Planning Advisors's portfolio in Q2 2026, its #78 holding.
855 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.