Pines Wealth Management’s Palo Alto Networks PANW Stock Holding History

Pines Wealth Management’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	$1.57M	Sell	4,598 -102	-2%	-$23.3K	0.45%	60
2026 Q1	$754K	Buy	4,700 +219	+5%	+$36.8K	0.24%	103
2025 Q4	$825K	Buy	4,481 +46	+1%	+$9.28K	0.27%	91
2025 Q3	$903K	Sell	4,435 -257	-5%	-$49.2K	0.3%	86
2025 Q2	$947K	Buy	4,692 +289	+7%	+$53.7K	0.34%	76
2025 Q1	$672K	Buy	4,403 +136	+3%	+$25.1K	0.31%	84
2024 Q4	$740K	Buy	+4,267	New	+$806K	0.32%	75

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Pines Wealth Management's PANW Position: Q2 2026 in Review

Pines Wealth Management reduced its Palo Alto Networks (PANW) stake by 2.2% in Q2 2026, selling an estimated $23.3K and leaving 4,598 shares worth $1.57M. The position accounts for 0.45% of the portfolio, ranked #60.

Pines Wealth Management first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Pines Wealth Management held 4,598 shares of Palo Alto Networks worth $1.57M as of Q2 2026.
Pines Wealth Management sold 102 Palo Alto Networks shares in Q2 2026, an estimated $23.3K.
Palo Alto Networks made up 0.45% of Pines Wealth Management's portfolio in Q2 2026, its #60 holding.
Pines Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.