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KMG Fiduciary Partners’s Palo Alto Networks PANW Stock Holding History

KMG Fiduciary Partners’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 		$6.03M Sell
17,687
-19,953
-53% -$4.57M 0.56% 44
2026
Q1 		$6.03M Sell
37,640
-379
-1% -$63.7K 0.45% 62
2025
Q4 		$7M Sell
38,019
-2,159
-5% -$436K 0.5% 56
2025
Q3 		$8.18M Buy
40,178
+1,528
+4% +$292K 0.55% 50
2025
Q2 		$7.91M Buy
38,650
+879
+2% +$163K 0.59% 50
2025
Q1 		$6.45M Buy
37,771
+5,416
+17% +$1M 0.54% 54
2024
Q4 		$5.89M Buy
32,355
+1,407
+5% +$266K 0.49% 55
2024
Q3 		$5.29M Buy
30,948
+1,376
+5% +$232K 0.46% 60
2024
Q2 		$5.01M Buy
29,572
+13,606
+85% +$2.04M 0.49% 52
2024
Q1 		$2.27M Buy
15,966
+4,078
+34% +$643K 0.24% 93
2023
Q4 		$1.75M Buy
11,888
+434
+4% +$58K 0.2% 106
2023
Q3 		$1.34M Buy
11,454
+746
+7% +$88.3K 0.18% 123
2023
Q2 		$1.37M Sell
10,708
-1,200
-10% -$125K 0.18% 127
2023
Q1 		$1.19M Buy
11,908
+6,400
+116% +$542K 0.17% 132
2022
Q4 		$384K Buy
5,508
+252
+5% +$20.2K 0.06% 183
2022
Q3 		$430K Sell
5,256
-96
-2% -$8.31K 0.08% 145
2022
Q2 		$441K Sell
5,352
-5,718
-52% -$507K 0.08% 149
2022
Q1 		$1.15M Sell
11,070
-9,630
-47% -$862K 0.18% 102
2021
Q4 		$1.92M Buy
20,700
+354
+2% +$30.6K 0.3% 83
2021
Q3 		$1.62M Buy
20,346
+17,016
+511% +$1.2M 0.28% 85
2021
Q2 		$206K Buy
+3,330
New +$197K 0.04% 195

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
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
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
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

KMG Fiduciary Partners's PANW Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Palo Alto Networks (PANW) stake by 53% in Q2 2026, selling an estimated $4.57M and leaving 17,687 shares worth $6.03M. The position accounts for 0.56% of the portfolio, ranked #44.

KMG Fiduciary Partners first reported a position in PANW in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.18M in Q3 2025. 457 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • KMG Fiduciary Partners held 17,687 shares of Palo Alto Networks worth $6.03M as of Q2 2026.
  • KMG Fiduciary Partners sold 19,953 Palo Alto Networks shares in Q2 2026, an estimated $4.57M.
  • Palo Alto Networks made up 0.56% of KMG Fiduciary Partners's portfolio in Q2 2026, its #44 holding.
  • KMG Fiduciary Partners first reported a position in Palo Alto Networks in Q2 2021 and has held it in 21 quarters since.
  • KMG Fiduciary Partners's Palo Alto Networks position peaked at $8.18M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.