Montz Harcus Wealth Management’s Palo Alto Networks PANW Stock Holding History

Montz Harcus 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	$611K	Buy	1,793 +387	+28%	+$88.6K	0.22%	43
2026 Q1	$225K	Buy	+1,406	New	+$236K	0.09%	83
2025 Q4	–	Sell	-1,038	Closed	-$211K	–	93
2025 Q3	$211K	Hold	1,038	–	–	0.09%	82
2025 Q2	$212K	Sell	1,038 -408	-28%	-$75.8K	0.1%	81
2025 Q1	$247K	Sell	1,446 -180	-11%	-$33.3K	0.13%	66
2024 Q4	$296K	Hold	1,626	–	–	0.17%	54
2024 Q3	$278K	Sell	1,626 -116	-7%	-$19.5K	0.16%	53
2024 Q2	$295K	Sell	1,742 -34	-2%	-$5.08K	0.19%	50
2024 Q1	$252K	Buy	1,776 +36	+2%	+$5.68K	0.17%	53
2023 Q4	$257K	Buy	1,740 +12	+0.7%	+$1.6K	0.2%	44
2023 Q3	$203K	Hold	1,728	–	–	0.17%	53
2023 Q2	$221K	Buy	+1,728	New	+$180K	0.18%	53

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Montz Harcus Wealth Management's PANW Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Palo Alto Networks (PANW) stake by 28% in Q2 2026, buying an estimated $88.6K and bringing the position to 1,793 shares worth $611K. The position accounts for 0.22% of the portfolio, ranked #43.

Montz Harcus Wealth Management first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Montz Harcus Wealth Management held 1,793 shares of Palo Alto Networks worth $611K as of Q2 2026.
Montz Harcus Wealth Management bought 387 Palo Alto Networks shares in Q2 2026, an estimated $88.6K.
Palo Alto Networks made up 0.22% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #43 holding.
Montz Harcus Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.