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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$691K Sell
2,028
-296
-13% -$67.8K 0.15% 145
2026
Q1
$373K Buy
2,324
+359
+18% +$60.3K 0.09% 209
2025
Q4
$362K Sell
1,965
-44
-2% -$8.88K 0.08% 203
2025
Q3
$409K Sell
2,009
-1,839
-48% -$352K 0.1% 178
2025
Q2
$787K Sell
3,848
-109
-3% -$20.2K 0.2% 98
2025
Q1
$675K Buy
3,957
+84
+2% +$15.5K 0.19% 105
2024
Q4
$705K Buy
3,873
+2,485
+179% +$469K 0.2% 103
2024
Q3
$237K Buy
1,388
+10
+0.7% +$1.68K 0.07% 241
2024
Q2
$234K Buy
+1,378
New +$206K 0.07% 243
2024
Q1
Sell
-1,436
Closed -$212K 276
2023
Q4
$212K Buy
+1,436
New +$192K 0.07% 230

Other funds holding PANW

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

Outlook Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 13% in Q2 2026, selling an estimated $67.8K and leaving 2,028 shares worth $691K. The position accounts for 0.15% of the portfolio, ranked #145.

Outlook Wealth Advisors first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $787K in Q2 2025. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Outlook Wealth Advisors held 2,028 shares of Palo Alto Networks worth $691K as of Q2 2026.
  • Outlook Wealth Advisors sold 296 Palo Alto Networks shares in Q2 2026, an estimated $67.8K.
  • Palo Alto Networks made up 0.15% of Outlook Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • Outlook Wealth Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
  • Outlook Wealth Advisors's Palo Alto Networks position peaked at $787K in Q2 2025.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.