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

MOKAN 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
Q2 		$612K Buy
+1,795
New +$411K 0.23% 69
2026
Q1 		– Sell
-1,939
Closed -$357K – 113
2025
Q4 		$357K Buy
1,939
+306
+19% +$61.7K 0.16% 73
2025
Q3 		$333K Buy
1,633
+305
+23% +$58.4K 0.17% 74
2025
Q2 		$272K Buy
1,328
+101
+8% +$18.8K 0.15% 75
2025
Q1 		$210K Buy
+1,227
New +$227K 0.13% 74

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MOKAN Wealth Management's PANW Position: Q2 2026 in Review

MOKAN Wealth Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,795 shares worth $612K. The stake represents 0.23% of the portfolio and ranks #69 among its holdings. This is a return to the name: MOKAN Wealth Management previously reported a position in PANW as recently as Q4 2025.

MOKAN Wealth Management first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. 1,387 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • MOKAN Wealth Management held 1,795 shares of Palo Alto Networks worth $612K as of Q2 2026.
  • Palo Alto Networks was a new MOKAN Wealth Management position in Q2 2026.
  • Palo Alto Networks made up 0.23% of MOKAN Wealth Management's portfolio in Q2 2026, its #69 holding.
  • MOKAN Wealth Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
  • 1,387 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.