New England Capital Financial Advisors’s Palo Alto Networks PANW Stock Holding History

New England Capital Financial Advisors’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	$8.19K	Sell	24 -100	-81%	-$22.9K	﹤0.01%	283
2026 Q1	$19.9K	Sell	124 -230	-65%	-$38.6K	0.01%	195
2025 Q4	$65.2K	Buy	354 +230	+185%	+$46.4K	0.03%	114
2025 Q3	$25.2K	Hold	124	–	–	0.01%	169
2025 Q2	$25.4K	Hold	124	–	–	0.01%	164
2025 Q1	$21.2K	Hold	124	–	–	0.01%	175
2024 Q4	$22.6K	Sell	124 -100	-45%	-$18.9K	0.01%	168
2024 Q3	$38.3K	Hold	224	–	–	0.02%	129
2024 Q2	$38K	Hold	224	–	–	0.02%	129
2024 Q1	$31.8K	Buy	224 +200	+833%	+$31.5K	0.02%	139
2023 Q4	$3.54K	Hold	24	–	–	﹤0.01%	297
2023 Q3	$2.81K	Hold	24	–	–	﹤0.01%	297
2023 Q2	$3.07K	Sell	24 -220	-90%	-$22.9K	﹤0.01%	290
2023 Q1	$24.4K	Hold	244	–	–	0.02%	162
2022 Q4	$17.8K	Buy	+244	New	+$19.6K	0.01%	195

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

New England Capital Financial Advisors's PANW Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Palo Alto Networks (PANW) stake by 81% in Q2 2026, selling an estimated $22.9K and leaving 24 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

New England Capital Financial Advisors first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. The position peaked at $65.2K in Q4 2025. 1,439 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

New England Capital Financial Advisors held 24 shares of Palo Alto Networks worth $8.19K as of Q2 2026.
New England Capital Financial Advisors sold 100 Palo Alto Networks shares in Q2 2026, an estimated $22.9K.
Palo Alto Networks made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #283 holding.
New England Capital Financial Advisors first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Palo Alto Networks position peaked at $65.2K in Q4 2025.
1,439 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.