MWM
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Mindset Wealth Management’s Palo Alto Networks PANW Stock Holding History

Mindset Wealth Management’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 		$2.6M Buy
6,540
+10
+0.2% +$3.56K 0.46% 22
2026
Q2 		$2.23M Buy
6,530
+4,600
+238% +$1.05M 0.43% 24
2026
Q1 		$309K Sell
1,930
-164
-8% -$27.6K 0.08% 122
2025
Q4 		$386K Sell
2,094
-39
-2% -$7.87K 0.1% 108
2025
Q3 		$434K Buy
2,133
+33
+2% +$6.32K 0.12% 93
2025
Q2 		$430K Buy
2,100
+10
+0.5% +$1.86K 0.14% 82
2025
Q1 		$357K Sell
2,090
-20
-0.9% -$3.7K 0.14% 86
2024
Q4 		$384K Buy
2,110
+400
+23% +$75.6K 0.14% 81
2024
Q3 		$292K Buy
+1,710
New +$288K 0.12% 94

Other funds holding PANW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Mindset Wealth Management's PANW Position: Q3 2026 in Review

Mindset Wealth Management increased its Palo Alto Networks (PANW) stake by 0.15% in Q3 2026, buying an estimated $3.56K and bringing the position to 6,540 shares worth $2.6M. The position accounts for 0.46% of the portfolio, ranked #22.

Mindset Wealth Management first reported a position in PANW in Q3 2024 and has held it in 9 quarters since. 611 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Mindset Wealth Management held 6,540 shares of Palo Alto Networks worth $2.6M as of Q3 2026.
  • Mindset Wealth Management bought 10 Palo Alto Networks shares in Q3 2026, an estimated $3.56K.
  • Palo Alto Networks made up 0.46% of Mindset Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Mindset Wealth Management first reported a position in Palo Alto Networks in Q3 2024 and has held it in 9 quarters since.
  • 611 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.