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Kraft Davis & Associates’s Palo Alto Networks PANW Stock Holding History

Kraft Davis & Associates’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 		$1.01M Hold
3,144
– – 0.21% 56
2026
Q1 		$564K Sell
3,144
-138
-4% -$23.2K 0.12% 76
2025
Q4 		$626K Buy
3,282
+110
+3% +$22.2K 0.14% 75
2025
Q3 		$675K Sell
3,172
-87
-3% -$16.7K 0.16% 75
2025
Q2 		$666K Buy
3,259
+13
+0.4% +$2.41K 0.18% 69
2025
Q1 		$530K Sell
3,246
-34
-1% -$6.29K 0.17% 70
2024
Q4 		$639K Buy
3,280
+18
+0.6% +$3.4K 0.18% 61
2024
Q3 		$588K Sell
3,262
-758
-19% -$128K 0.18% 68
2024
Q2 		$657K Sell
4,020
-1,148
-22% -$172K 0.2% 64
2024
Q1 		$772K Buy
5,168
+1,816
+54% +$286K 0.23% 60
2023
Q4 		$572K Sell
3,352
-94
-3% -$12.6K 0.17% 63
2023
Q3 		$398K Sell
3,446
-12
-0.3% -$1.42K 0.15% 69
2023
Q2 		$379K Buy
+3,458
New +$360K 0.13% 77
2022
Q4 		$274K Buy
+3,174
New +$255K 0.11% 79

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

Kraft Davis & Associates's PANW Position: Q2 2026 in Review

Kraft Davis & Associates held its Palo Alto Networks (PANW) position steady in Q2 2026 at 3,144 shares worth $1.01M. The position accounts for 0.21% of the portfolio, ranked #56.

Kraft Davis & Associates first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Kraft Davis & Associates held 3,144 shares of Palo Alto Networks worth $1.01M as of Q2 2026.
  • Kraft Davis & Associates left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.21% of Kraft Davis & Associates's portfolio in Q2 2026, its #56 holding.
  • Kraft Davis & Associates first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
  • 498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.