Lauterbach Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Lauterbach Financial 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	$1.36M	Sell	4,000 -3	-0.1%	-$687	0.59%	25
2026 Q1	$642K	Hold	4,003	–	–	0.31%	41
2025 Q4	$737K	Buy	4,003 +2	+0%	+$403	0.36%	33
2025 Q3	$815K	Hold	4,001	–	–	0.41%	32
2025 Q2	$819K	Buy	4,001 +1	+0%	+$186	0.45%	30
2025 Q1	$683K	Hold	4,000	–	–	0.43%	30
2024 Q4	$728K	Hold	4,000	–	–	0.44%	29
2024 Q3	$684K	Hold	4,000	–	–	0.42%	30
2024 Q2	$611K	Hold	4,000	–	–	0.4%	32
2024 Q1	$568K	Buy	+4,000	New	+$631K	0.37%	33

Other funds holding PANW

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Lauterbach Financial Advisors's PANW Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Palo Alto Networks (PANW) stake by 0.07% in Q2 2026, selling an estimated $687 and leaving 4,000 shares worth $1.36M. The position accounts for 0.59% of the portfolio, ranked #25.

Lauterbach Financial Advisors first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. 1,328 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Lauterbach Financial Advisors held 4,000 shares of Palo Alto Networks worth $1.36M as of Q2 2026.
Lauterbach Financial Advisors sold 3 Palo Alto Networks shares in Q2 2026, an estimated $687.
Palo Alto Networks made up 0.59% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #25 holding.
Lauterbach Financial Advisors first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
1,328 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.