Lakeridge Wealth Management’s Palo Alto Networks PANW Stock Holding History

Lakeridge 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	$355K	Buy	+1,041	New	+$238K	0.13%	132

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 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

Lakeridge Wealth Management's PANW Position: Q2 2026 in Review

Lakeridge Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,041 shares worth $355K. The stake represents 0.13% of the portfolio and ranks #132 among its holdings.

450 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Lakeridge Wealth Management held 1,041 shares of Palo Alto Networks worth $355K as of Q2 2026.
Palo Alto Networks was a new Lakeridge Wealth Management position in Q2 2026.
Palo Alto Networks made up 0.13% of Lakeridge Wealth Management's portfolio in Q2 2026, its #132 holding.
450 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.