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Kingswood Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Kingswood Wealth 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 		$3.15M Buy
9,224
+694
+8% +$159K 0.13% 177
2026
Q1 		$1.37M Buy
8,530
+1,254
+17% +$211K 0.06% 303
2025
Q4 		$1.34M Buy
7,276
+58
+0.8% +$11.7K 0.06% 291
2025
Q3 		$1.47M Buy
7,218
+22
+0.3% +$4.21K 0.09% 231
2025
Q2 		$1.47M Buy
7,196
+3,105
+76% +$577K 0.12% 190
2025
Q1 		$698K Sell
4,091
-277
-6% -$51.2K 0.06% 323
2024
Q4 		$795K Sell
4,368
-1,032
-19% -$195K 0.06% 321
2024
Q3 		$922K Buy
5,400
+242
+5% +$40.7K 0.07% 313
2024
Q2 		$874K Buy
5,158
+236
+5% +$35.3K 0.08% 261
2024
Q1 		$699K Sell
4,922
-1,800
-27% -$284K 0.08% 269
2023
Q4 		$991K Sell
6,722
-7,976
-54% -$1.07M 0.11% 199
2023
Q3 		$1.72M Buy
14,698
+1,624
+12% +$192K 0.29% 86
2023
Q2 		$1.67M Buy
+13,074
New +$1.36M 0.53% 46

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

Kingswood Wealth Advisors's PANW Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Palo Alto Networks (PANW) stake by 8.1% in Q2 2026, buying an estimated $159K and bringing the position to 9,224 shares worth $3.15M. The position accounts for 0.13% of the portfolio, ranked #177.

Kingswood Wealth Advisors first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Kingswood Wealth Advisors held 9,224 shares of Palo Alto Networks worth $3.15M as of Q2 2026.
  • Kingswood Wealth Advisors bought 694 Palo Alto Networks shares in Q2 2026, an estimated $159K.
  • Palo Alto Networks made up 0.13% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Kingswood Wealth Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.