Plancorp LLC’s Palo Alto Networks PANW Stock Holding History

Plancorp LLC’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	$1.58M	Buy	4,789 +1,074	+29%	+$246K	0.04%	152
2026 Q1	$579K	Sell	3,715 -4	-0.1%	-$672	0.02%	206
2025 Q4	$685K	Sell	3,719 -3	-0.1%	-$605	0.02%	186
2025 Q3	$758K	Sell	3,722 -97	-3%	-$18.6K	0.02%	177
2025 Q2	$782K	Buy	3,819 +500	+15%	+$92.9K	0.03%	175
2025 Q1	$566K	Buy	3,319 +1,279	+63%	+$237K	0.02%	191
2024 Q4	$371K	Buy	2,040 +22	+1%	+$4.16K	0.02%	224
2024 Q3	$345K	Buy	2,018 +74	+4%	+$12.5K	0.01%	227
2024 Q2	$330K	Buy	1,944 +52	+3%	+$7.78K	0.01%	218
2024 Q1	$269K	Buy	1,892 +40	+2%	+$6.31K	0.01%	252
2023 Q4	$273K	Buy	1,852 +118	+7%	+$15.8K	0.01%	226
2023 Q3	$203K	Buy	+1,734	New	+$205K	0.01%	250

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

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Plancorp LLC's PANW Position: Q2 2026 in Review

Plancorp LLC increased its Palo Alto Networks (PANW) stake by 29% in Q2 2026, buying an estimated $246K and bringing the position to 4,789 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #152.

Plancorp LLC first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. 824 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Plancorp LLC held 4,789 shares of Palo Alto Networks worth $1.58M as of Q2 2026.
Plancorp LLC bought 1,074 Palo Alto Networks shares in Q2 2026, an estimated $246K.
Palo Alto Networks made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #152 holding.
Plancorp LLC first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
824 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.