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Kovack Advisors’s Palo Alto Networks PANW Stock Holding History

Kovack 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 		$4.96M Sell
14,236
-1,379
-9% -$316K 0.24% 86
2026
Q1 		$2.51M Sell
15,615
-42,783
-73% -$7.19M 0.13% 143
2025
Q4 		$10.8M Buy
58,398
+7,353
+14% +$1.48M 0.5% 32
2025
Q3 		$10.4M Buy
51,045
+1,066
+2% +$204K 0.98% 17
2025
Q2 		$10.2M Sell
49,979
-87
-0.2% -$16.2K 1% 15
2025
Q1 		$8.54M Sell
50,066
-1,108
-2% -$205K 0.9% 20
2024
Q4 		$9.31M Sell
51,174
-478
-0.9% -$90.3K 0.91% 19
2024
Q3 		$8.83M Sell
51,652
-1,366
-3% -$230K 0.93% 19
2024
Q2 		$8.99M Sell
53,018
-22,306
-30% -$3.34M 0.99% 16
2024
Q1 		$10.7M Buy
75,324
+15,664
+26% +$2.47M 1.3% 10
2023
Q4 		$8.8M Buy
59,660
+4,684
+9% +$626K 1.04% 10
2023
Q3 		$6.44M Buy
54,976
+4,566
+9% +$540K 0.9% 15
2023
Q2 		$6.44M Buy
50,410
+13,038
+35% +$1.36M 0.83% 17
2023
Q1 		$3.73M Buy
37,372
+736
+2% +$62.4K 0.51% 31
2022
Q4 		$2.56M Sell
36,636
-144
-0.4% -$11.6K 0.37% 52
2022
Q3 		$3.01M Sell
36,780
-270
-0.7% -$23.4K 0.44% 41
2022
Q2 		$3.05M Sell
37,050
-1,068
-3% -$94.7K 0.4% 54
2022
Q1 		$3.95M Buy
38,118
+2,796
+8% +$250K 0.41% 41
2021
Q4 		$3.28M Buy
35,322
+198
+0.6% +$17.1K 0.32% 71
2021
Q3 		$2.8M Buy
35,124
+174
+0.5% +$12.2K 0.3% 85
2021
Q2 		$2.16M Buy
34,950
+2,202
+7% +$130K 0.25% 103
2021
Q1 		$1.76M Buy
32,748
+954
+3% +$56.7K 0.23% 119
2020
Q4 		$1.88M Sell
31,794
-1,296
-4% -$60.5K 0.27% 100
2020
Q3 		$1.35M Sell
33,090
-1,614
-5% -$67.1K 0.24% 104
2020
Q2 		$1.33M Buy
34,704
+2,352
+7% +$82.9K 0.26% 99
2020
Q1 		$884K Sell
32,352
-8,718
-21% -$304K 0.2% 121
2019
Q4 		$1.58M Sell
41,070
-7,008
-15% -$265K 0.28% 87
2019
Q3 		$1.63M Sell
48,078
-1,224
-2% -$43.3K 0.34% 71
2019
Q2 		$1.67M Sell
49,302
-150
-0.3% -$5.61K 0.38% 61
2019
Q1 		$2M Buy
49,452
+19,134
+63% +$710K 0.5% 43
2018
Q4 		$952K Sell
30,318
-1,428
-4% -$44.5K 0.28% 87
2018
Q3 		$1.19M Sell
31,746
-1,740
-5% -$63.3K 0.31% 82
2018
Q2 		$1.15M Buy
33,486
+3,852
+13% +$128K 0.32% 78
2018
Q1 		$897K Buy
29,634
+600
+2% +$16.7K 0.23% 111
2017
Q4 		$701K Sell
29,034
-12,132
-29% -$295K 0.18% 141
2017
Q3 		$989K Sell
41,166
-3,912
-9% -$89.1K 0.33% 69
2017
Q2 		$1M Sell
45,078
-18,684
-29% -$377K 0.32% 64
2017
Q1 		$1.2M Buy
63,762
+30,252
+90% +$676K 0.47% 43
2016
Q4 		$698K Buy
33,510
+22,344
+200% +$535K 0.33% 70
2016
Q3 		$297K Sell
11,166
-1,680
-13% -$38.3K 0.14% 164
2016
Q2 		$263K Buy
12,846
+1,224
+11% +$28.3K 0.14% 179
2016
Q1 		$316K Buy
+11,622
New +$286K 0.2% 127

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Kovack Advisors's PANW Position: Q2 2026 in Review

Kovack Advisors reduced its Palo Alto Networks (PANW) stake by 8.8% in Q2 2026, selling an estimated $316K and leaving 14,236 shares worth $4.96M. The position accounts for 0.24% of the portfolio, ranked #86.

Kovack Advisors first reported a position in PANW in Q1 2016 and has held it in 42 quarters since. The position peaked at $10.8M in Q4 2025. 1,438 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Kovack Advisors held 14,236 shares of Palo Alto Networks worth $4.96M as of Q2 2026.
  • Kovack Advisors sold 1,379 Palo Alto Networks shares in Q2 2026, an estimated $316K.
  • Palo Alto Networks made up 0.24% of Kovack Advisors's portfolio in Q2 2026, its #86 holding.
  • Kovack Advisors first reported a position in Palo Alto Networks in Q1 2016 and has held it in 42 quarters since.
  • Kovack Advisors's Palo Alto Networks position peaked at $10.8M in Q4 2025.
  • 1,438 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.