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Proactive Wealth Strategies’s Palo Alto Networks PANW Stock Holding History

Proactive Wealth Strategies’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 		$22.9M Buy
67,278
+3,274
+5% +$749K 3.68% 3
2026
Q1 		$10.3M Buy
64,004
+34,711
+118% +$5.83M 1.93% 7
2025
Q4 		$5.4M Buy
29,293
+2,623
+10% +$529K 2.14% 7
2025
Q3 		$5.43M Buy
26,670
+4,478
+20% +$857K 2.34% 5
2025
Q2 		$4.54M Buy
22,192
+1,821
+9% +$338K 2.14% 6
2025
Q1 		$3.48M Sell
20,371
-847
-4% -$157K 1.85% 12
2024
Q4 		$3.86M Buy
21,218
+324
+2% +$61.2K 2.01% 10
2024
Q3 		$3.57M Buy
+20,894
New +$3.52M 1.98% 11

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Proactive Wealth Strategies's PANW Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Palo Alto Networks (PANW) stake by 5.1% in Q2 2026, buying an estimated $749K and bringing the position to 67,278 shares worth $22.9M. The position accounts for 3.68% of the portfolio, ranked #3.

Proactive Wealth Strategies first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. 1,990 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Proactive Wealth Strategies held 67,278 shares of Palo Alto Networks worth $22.9M as of Q2 2026.
  • Proactive Wealth Strategies bought 3,274 Palo Alto Networks shares in Q2 2026, an estimated $749K.
  • Palo Alto Networks made up 3.68% of Proactive Wealth Strategies's portfolio in Q2 2026, its #3 holding.
  • Proactive Wealth Strategies first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.