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One Wealth Management Investment & Advisory Services’s Palo Alto Networks PANW Stock Holding History

One Wealth Management Investment & Advisory Services’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 		$1.05M Sell
3,079
-388
-11% -$88.8K 1.1% 16
2026
Q1 		$556K Buy
3,467
+8
+0.2% +$1.34K 0.67% 22
2025
Q4 		$637K Buy
3,459
+31
+0.9% +$6.25K 0.69% 25
2025
Q3 		$698K Sell
3,428
-24
-0.7% -$4.59K 0.81% 24
2025
Q2 		$706K Sell
3,452
-29
-0.8% -$5.38K 0.91% 21
2025
Q1 		$594K Buy
3,481
+166
+5% +$30.7K 0.98% 18
2024
Q4 		$603K Buy
3,315
+15
+0.5% +$2.83K 0.96% 17
2024
Q3 		$564K Sell
3,300
-160
-5% -$26.9K 0.99% 18
2024
Q2 		$586K Buy
3,460
+18
+0.5% +$2.69K 0.23% 60
2024
Q1 		$489K Sell
3,442
-2,400
-41% -$379K 0.2% 68
2023
Q4 		$861K Buy
+5,842
New +$781K 0.38% 49

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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

One Wealth Management Investment & Advisory Services's PANW Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $88.8K and leaving 3,079 shares worth $1.05M. The position accounts for 1.1% of the portfolio, ranked #16.

One Wealth Management Investment & Advisory Services first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 3,079 shares of Palo Alto Networks worth $1.05M as of Q2 2026.
  • One Wealth Management Investment & Advisory Services sold 388 Palo Alto Networks shares in Q2 2026, an estimated $88.8K.
  • Palo Alto Networks made up 1.1% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #16 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.