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LifePlan Financial’s Palo Alto Networks PANW Stock Holding History

LifePlan Financial’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 		$2.27M Sell
6,658
-357
-5% -$81.7K 1.59% 20
2026
Q1 		$1.12M Sell
7,015
-241
-3% -$40.5K 0.83% 38
2025
Q4 		$1.34M Sell
7,256
-34
-0.5% -$6.86K 1.03% 26
2025
Q3 		$1.48M Buy
7,290
+838
+13% +$160K 1.18% 25
2025
Q2 		$1.32M Sell
6,452
-407
-6% -$75.6K 1.09% 26
2025
Q1 		$1.17M Sell
6,859
-477
-7% -$88.2K 1.02% 26
2024
Q4 		$1.33M Sell
7,336
-144
-2% -$27.2K 1.18% 24
2024
Q3 		$1.28M Buy
7,480
+2,320
+45% +$390K 1.1% 26
2024
Q2 		$875K Sell
5,160
-288
-5% -$43.1K 0.81% 37
2024
Q1 		$774K Sell
5,448
-388
-7% -$61.2K 0.71% 46
2023
Q4 		$860K Buy
+5,836
New +$780K 0.86% 37

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LifePlan Financial's PANW Position: Q2 2026 in Review

LifePlan Financial reduced its Palo Alto Networks (PANW) stake by 5.1% in Q2 2026, selling an estimated $81.7K and leaving 6,658 shares worth $2.27M. The position accounts for 1.59% of the portfolio, ranked #20.

LifePlan Financial first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • LifePlan Financial held 6,658 shares of Palo Alto Networks worth $2.27M as of Q2 2026.
  • LifePlan Financial sold 357 Palo Alto Networks shares in Q2 2026, an estimated $81.7K.
  • Palo Alto Networks made up 1.59% of LifePlan Financial's portfolio in Q2 2026, its #20 holding.
  • LifePlan Financial first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.