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LifeSteps Financial’s Palo Alto Networks PANW Stock Holding History

LifeSteps 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 		$44.7K Buy
+131
New +$30K 0.02% 221
2024
Q2 		– Sell
-144
Closed -$20.5K – 310
2024
Q1 		$20.5K Buy
+144
New +$22.7K 0.02% 226

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

LifeSteps Financial's PANW Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Palo Alto Networks (PANW) in Q2 2026: 131 shares worth $44.7K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in PANW as recently as Q1 2024.

LifeSteps Financial first reported a position in PANW in Q1 2024 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • LifeSteps Financial held 131 shares of Palo Alto Networks worth $44.7K as of Q2 2026.
  • Palo Alto Networks was a new LifeSteps Financial position in Q2 2026.
  • Palo Alto Networks made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #221 holding.
  • LifeSteps Financial first reported a position in Palo Alto Networks in Q1 2024 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.