Private Wealth Management Group’s Palo Alto Networks PANW Stock Holding History

Private Wealth Management Group’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	$34.4K	Sell	101 -100	-50%	-$22.9K	0.01%	276
2026 Q1	$32.2K	Buy	201 +120	+148%	+$20.2K	0.01%	251
2025 Q4	$14.9K	Hold	81	–	–	﹤0.01%	390
2025 Q3	$16.5K	Buy	81 +3	+4%	+$574	﹤0.01%	379
2025 Q2	$16K	Hold	78	–	–	0.01%	361
2025 Q1	$13.3K	Sell	78 -8	-9%	-$1.48K	﹤0.01%	393
2024 Q4	$15.6K	Buy	86 +8	+10%	+$1.51K	0.01%	371
2024 Q3	$13.3K	Hold	78	–	–	0.01%	380
2024 Q2	$13.2K	Hold	78	–	–	0.01%	374
2024 Q1	$11.1K	Buy	78 +36	+86%	+$5.68K	0.01%	383
2023 Q4	$6.19K	Buy	+42	New	+$5.62K	﹤0.01%	558

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Private Wealth Management Group's PANW Position: Q2 2026 in Review

Private Wealth Management Group reduced its Palo Alto Networks (PANW) stake by 50% in Q2 2026, selling an estimated $22.9K and leaving 101 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #276.

Private Wealth Management Group first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 1,173 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Private Wealth Management Group held 101 shares of Palo Alto Networks worth $34.4K as of Q2 2026.
Private Wealth Management Group sold 100 Palo Alto Networks shares in Q2 2026, an estimated $22.9K.
Palo Alto Networks made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #276 holding.
Private Wealth Management Group first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
1,173 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.