OWA
PANW icon

Octavia Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Octavia Wealth 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 		$688K Buy
2,018
+45
+2% +$10.3K 0.06% 98
2026
Q1 		$316K Buy
1,973
+158
+9% +$26.5K 0.03% 177
2025
Q4 		$334K Sell
1,815
-111
-6% -$22.4K 0.03% 176
2025
Q3 		$392K Buy
1,926
+21
+1% +$4.02K 0.04% 162
2025
Q2 		$390K Buy
1,905
+79
+4% +$14.7K 0.04% 141
2025
Q1 		$312K Buy
1,826
+236
+15% +$43.6K 0.04% 163
2024
Q4 		$289K Sell
1,590
-92
-5% -$17.4K 0.04% 169
2024
Q3 		$287K Sell
1,682
-174
-9% -$29.3K 0.04% 170
2024
Q2 		$315K Sell
1,856
-140
-7% -$20.9K 0.04% 161
2024
Q1 		$284K Sell
1,996
-474
-19% -$74.8K 0.04% 173
2023
Q4 		$364K Buy
2,470
+698
+39% +$93.3K 0.06% 151
2023
Q3 		$208K Sell
1,772
-98
-5% -$11.6K 0.04% 185
2023
Q2 		$239K Buy
+1,870
New +$195K 0.05% 168

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Octavia Wealth Advisors's PANW Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Palo Alto Networks (PANW) stake by 2.3% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,018 shares worth $688K. The position accounts for 0.06% of the portfolio, ranked #98.

Octavia Wealth Advisors first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Octavia Wealth Advisors held 2,018 shares of Palo Alto Networks worth $688K as of Q2 2026.
  • Octavia Wealth Advisors bought 45 Palo Alto Networks shares in Q2 2026, an estimated $10.3K.
  • Palo Alto Networks made up 0.06% of Octavia Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Octavia Wealth Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.