Juncture Wealth Strategies’s Palo Alto Networks PANW Stock Holding History

Juncture Wealth Strategies’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	$2.88M	Buy	8,455 +2,503	+42%	+$573K	0.75%	30
2026 Q1	$954K	Buy	+5,952	New	+$1,000K	0.32%	53
2020 Q1	–	Sell	-13,344	Closed	-$514K	–	96
2019 Q4	$514K	Buy	13,344 +102	+0.8%	+$3.86K	0.4%	63
2019 Q3	$450K	Buy	13,242 +378	+3%	+$13.4K	0.4%	64
2019 Q2	$437K	Buy	+12,864	New	+$481K	0.35%	78

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Juncture Wealth Strategies's PANW Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Palo Alto Networks (PANW) stake by 42% in Q2 2026, buying an estimated $573K and bringing the position to 8,455 shares worth $2.88M. The position accounts for 0.75% of the portfolio, ranked #30.

Juncture Wealth Strategies first reported a position in PANW in Q2 2019 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Juncture Wealth Strategies held 8,455 shares of Palo Alto Networks worth $2.88M as of Q2 2026.
Juncture Wealth Strategies bought 2,503 Palo Alto Networks shares in Q2 2026, an estimated $573K.
Palo Alto Networks made up 0.75% of Juncture Wealth Strategies's portfolio in Q2 2026, its #30 holding.
Juncture Wealth Strategies first reported a position in Palo Alto Networks in Q2 2019 and has held it in 5 quarters since.
498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.