Lineweaver Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Lineweaver Wealth 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 Q3	$1.33M	Sell	3,349 -1,884	-36%	-$670K	0.15%	112
2026 Q2	$1.78M	Sell	5,233 -2,139	-29%	-$490K	0.21%	93
2026 Q1	$1.18M	Buy	7,372 +953	+15%	+$160K	0.16%	101
2025 Q4	$1.18M	Buy	6,419 +1,762	+38%	+$355K	0.16%	97
2025 Q3	$948K	Buy	4,657 +902	+24%	+$173K	0.14%	105
2025 Q2	$768K	Buy	+3,755	New	+$697K	0.12%	107

Other funds holding PANW

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Lineweaver Wealth Advisors's PANW Position: Q3 2026 in Review

Lineweaver Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 36% in Q3 2026, selling an estimated $670K and leaving 3,349 shares worth $1.33M. The position accounts for 0.15% of the portfolio, ranked #112.

Lineweaver Wealth Advisors first reported a position in PANW in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.78M in Q2 2026. 427 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Lineweaver Wealth Advisors held 3,349 shares of Palo Alto Networks worth $1.33M as of Q3 2026.
Lineweaver Wealth Advisors sold 1,884 Palo Alto Networks shares in Q3 2026, an estimated $670K.
Palo Alto Networks made up 0.15% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #112 holding.
Lineweaver Wealth Advisors first reported a position in Palo Alto Networks in Q2 2025 and has held it in 6 quarters since.
Lineweaver Wealth Advisors's Palo Alto Networks position peaked at $1.78M in Q2 2026.
427 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.