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Opinicus Capital’s Palo Alto Networks PANW Stock Holding History

Opinicus Capital’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 		$2.09M Sell
6,132
-141
-2% -$32.3K 1.12% 27
2026
Q1 		$1.01M Buy
6,273
+912
+17% +$153K 0.71% 43
2025
Q4 		$987K Buy
5,361
+377
+8% +$76.1K 0.69% 45
2025
Q3 		$1.01M Buy
4,984
+322
+7% +$61.6K 0.7% 41
2025
Q2 		$954K Buy
4,662
+432
+10% +$80.2K 0.72% 43
2025
Q1 		$722K Buy
4,230
+194
+5% +$35.9K 0.64% 49
2024
Q4 		$734K Sell
4,036
-240
-6% -$45.3K 0.62% 50
2024
Q3 		$731K Buy
4,276
+62
+1% +$10.4K 0.58% 53
2024
Q2 		$714K Buy
4,214
+740
+21% +$111K 0.6% 48
2024
Q1 		$494K Buy
3,474
+366
+12% +$57.7K 0.44% 62
2023
Q4 		$458K Buy
+3,108
New +$416K 0.47% 61

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

Opinicus Capital's PANW Position: Q2 2026 in Review

Opinicus Capital reduced its Palo Alto Networks (PANW) stake by 2.2% in Q2 2026, selling an estimated $32.3K and leaving 6,132 shares worth $2.09M. The position accounts for 1.12% of the portfolio, ranked #27.

Opinicus Capital first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 1,287 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Opinicus Capital held 6,132 shares of Palo Alto Networks worth $2.09M as of Q2 2026.
  • Opinicus Capital sold 141 Palo Alto Networks shares in Q2 2026, an estimated $32.3K.
  • Palo Alto Networks made up 1.12% of Opinicus Capital's portfolio in Q2 2026, its #27 holding.
  • Opinicus Capital first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.