PWA
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Portus Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Portus Wealth Advisors’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
Q3 		$2.86M Sell
7,198
-194
-3% -$69K 2.35% 11
2026
Q2 		$2.52M Buy
7,392
+415
+6% +$95K 2.08% 14
2026
Q1 		$1.12M Buy
6,977
+188
+3% +$31.6K 1.05% 28
2025
Q4 		$1.25M Buy
6,789
+377
+6% +$76.1K 1.18% 25
2025
Q3 		$1.31M Buy
+6,412
New +$1.23M 1.3% 21

Other funds holding PANW

MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Portus Wealth Advisors's PANW Position: Q3 2026 in Review

Portus Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 2.6% in Q3 2026, selling an estimated $69K and leaving 7,198 shares worth $2.86M. The position accounts for 2.35% of the portfolio, ranked #11.

Portus Wealth Advisors first reported a position in PANW in Q3 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Portus Wealth Advisors held 7,198 shares of Palo Alto Networks worth $2.86M as of Q3 2026.
  • Portus Wealth Advisors sold 194 Palo Alto Networks shares in Q3 2026, an estimated $69K.
  • Palo Alto Networks made up 2.35% of Portus Wealth Advisors's portfolio in Q3 2026, its #11 holding.
  • Portus Wealth Advisors first reported a position in Palo Alto Networks in Q3 2025 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.