Marshall Financial Group (Maryland)’s Palo Alto Networks PANW Stock Holding History

Marshall Financial Group (Maryland)’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	$444K	Sell	1,302 -2,988	-70%	-$684K	0.06%	221
2026 Q1	$688K	Buy	+4,290	New	+$721K	0.11%	176
2025 Q2	–	Sell	-10,027	Closed	-$1.71M	–	266
2025 Q1	$1.71M	Buy	10,027 +793	+9%	+$147K	0.37%	59
2024 Q4	$1.68M	Buy	+9,234	New	+$1.74M	0.41%	56

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

Marshall Financial Group (Maryland)'s PANW Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Palo Alto Networks (PANW) stake by 70% in Q2 2026, selling an estimated $684K and leaving 1,302 shares worth $444K. The position accounts for 0.06% of the portfolio, ranked #221.

Marshall Financial Group (Maryland) first reported a position in PANW in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.71M in Q1 2025. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Marshall Financial Group (Maryland) held 1,302 shares of Palo Alto Networks worth $444K as of Q2 2026.
Marshall Financial Group (Maryland) sold 2,988 Palo Alto Networks shares in Q2 2026, an estimated $684K.
Palo Alto Networks made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #221 holding.
Marshall Financial Group (Maryland) first reported a position in Palo Alto Networks in Q4 2024 and has held it in 4 quarters since.
Marshall Financial Group (Maryland)'s Palo Alto Networks position peaked at $1.71M in Q1 2025.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.