Keudell/Morrison Wealth Management’s Palo Alto Networks PANW Stock Holding History

Keudell/Morrison Wealth 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	$835K	Sell	2,450 -138	-5%	-$31.6K	0.16%	90
2026 Q1	$415K	Buy	2,588 +137	+6%	+$23K	0.08%	149
2025 Q4	$451K	Buy	+2,451	New	+$494K	0.09%	140
2025 Q2	$455K	Buy	2,224 +22	+1%	+$4.08K	0.1%	128
2025 Q1	$376K	Hold	2,202	–	–	0.09%	136
2024 Q4	$401K	Sell	2,202 -36	-2%	-$6.8K	0.1%	130
2024 Q3	$382K	Sell	2,238 -172	-7%	-$29K	0.1%	134
2024 Q2	$409K	Sell	2,410 -22	-0.9%	-$3.29K	0.12%	133
2024 Q1	$346K	Buy	2,432 +6	+0.2%	+$946	0.1%	146
2023 Q4	$358K	Buy	+2,426	New	+$324K	0.12%	134
2022 Q1	–	Sell	-2,184	Closed	-$203K	–	195
2021 Q4	$203K	Sell	2,184 -750	-26%	-$64.9K	0.08%	183
2021 Q3	$234K	Buy	+2,934	New	+$206K	0.1%	158

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

Keudell/Morrison Wealth Management's PANW Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Palo Alto Networks (PANW) stake by 5.3% in Q2 2026, selling an estimated $31.6K and leaving 2,450 shares worth $835K. The position accounts for 0.16% of the portfolio, ranked #90.

Keudell/Morrison Wealth Management first reported a position in PANW in Q3 2021 and has held it in 12 quarters since. 872 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Keudell/Morrison Wealth Management held 2,450 shares of Palo Alto Networks worth $835K as of Q2 2026.
Keudell/Morrison Wealth Management sold 138 Palo Alto Networks shares in Q2 2026, an estimated $31.6K.
Palo Alto Networks made up 0.16% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #90 holding.
Keudell/Morrison Wealth Management first reported a position in Palo Alto Networks in Q3 2021 and has held it in 12 quarters since.
872 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.