MinichMacGregor Wealth Management
PANW icon

MinichMacGregor Wealth Management’s Palo Alto Networks PANW Stock Holding History

MinichMacGregor 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 		$326K Sell
819
-72
-8% -$25.6K 0.05% 104
2026
Q2 		$304K Buy
+891
New +$204K 0.05% 114
2026
Q1 		– Sell
-47,990
Closed -$8.86M – 156
2025
Q4 		$8.86M Buy
47,990
+4,033
+9% +$814K 1.6% 28
2025
Q3 		$8.96M Buy
43,957
+18,569
+73% +$3.55M 1.75% 25
2025
Q2 		$5.21M Sell
25,388
-5,625
-18% -$1.04M 1.11% 32
2025
Q1 		$5.31M Sell
31,013
-17,074
-36% -$3.16M 1.19% 35
2024
Q4 		$8.77M Buy
48,087
+1,011
+2% +$191K 1.82% 21
2024
Q3 		$8.05M Buy
+47,076
New +$7.92M 1.72% 31
2017
Q2 		– Sell
-588
Closed -$11K – 507
2017
Q1 		$11K Sell
588
-18
-3% -$402 0.01% 261
2016
Q4 		$12K Sell
606
-12
-2% -$288 0.01% 243
2016
Q3 		$16K Buy
618
+174
+39% +$3.96K 0.02% 205
2016
Q2 		$9K Sell
444
-6
-1% -$139 0.01% 274
2016
Q1 		$12K Sell
450
-114
-20% -$2.8K 0.01% 222
2015
Q4 		$15K Buy
+564
New +$16.3K 0.01% 187

Other funds holding PANW

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

MinichMacGregor Wealth Management reduced its Palo Alto Networks (PANW) stake by 8.1% in Q3 2026, selling an estimated $25.6K and leaving 819 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #104.

MinichMacGregor Wealth Management first reported a position in PANW in Q4 2015 and has held it in 14 quarters since. The position peaked at $8.96M in Q3 2025. 1,364 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • MinichMacGregor Wealth Management held 819 shares of Palo Alto Networks worth $326K as of Q3 2026.
  • MinichMacGregor Wealth Management sold 72 Palo Alto Networks shares in Q3 2026, an estimated $25.6K.
  • Palo Alto Networks made up 0.05% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #104 holding.
  • MinichMacGregor Wealth Management first reported a position in Palo Alto Networks in Q4 2015 and has held it in 14 quarters since.
  • MinichMacGregor Wealth Management's Palo Alto Networks position peaked at $8.96M in Q3 2025.
  • 1,364 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.