KCM
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Kathmere Capital Management’s Palo Alto Networks PANW Stock Holding History

Kathmere Capital 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
Q2 		$1.4M Buy
4,092
+276
+7% +$63.2K 0.07% 187
2026
Q1 		$612K Sell
3,816
-406
-10% -$68.2K 0.04% 304
2025
Q4 		$778K Buy
4,222
+545
+15% +$110K 0.05% 236
2025
Q3 		$749K Buy
3,677
+459
+14% +$87.9K 0.05% 224
2025
Q2 		$659K Sell
3,218
-192
-6% -$35.7K 0.05% 230
2025
Q1 		$582K Buy
3,410
+761
+29% +$141K 0.05% 220
2024
Q4 		$482K Buy
2,649
+789
+42% +$149K 0.04% 236
2024
Q3 		$318K Buy
1,860
+20
+1% +$3.37K 0.03% 281
2024
Q2 		$312K Buy
1,840
+60
+3% +$8.97K 0.03% 250
2024
Q1 		$253K Buy
1,780
+36
+2% +$5.68K 0.03% 259
2023
Q4 		$257K Buy
+1,744
New +$233K 0.03% 231

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Kathmere Capital Management's PANW Position: Q2 2026 in Review

Kathmere Capital Management increased its Palo Alto Networks (PANW) stake by 7.2% in Q2 2026, buying an estimated $63.2K and bringing the position to 4,092 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #187.

Kathmere Capital Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Kathmere Capital Management held 4,092 shares of Palo Alto Networks worth $1.4M as of Q2 2026.
  • Kathmere Capital Management bought 276 Palo Alto Networks shares in Q2 2026, an estimated $63.2K.
  • Palo Alto Networks made up 0.07% of Kathmere Capital Management's portfolio in Q2 2026, its #187 holding.
  • Kathmere Capital Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.