Proactive Wealth Strategies
PANW icon

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
Q3 		$24.2M Sell
60,792
-6,486
-10% -$2.31M 3.73% 3
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Proactive Wealth Strategies's PANW Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Palo Alto Networks (PANW) stake by 9.6% in Q3 2026, selling an estimated $2.31M and leaving 60,792 shares worth $24.2M. The position accounts for 3.73% of the portfolio, ranked #3.

Proactive Wealth Strategies first reported a position in PANW in Q3 2024 and has held it in 9 quarters since. 2,180 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Proactive Wealth Strategies held 60,792 shares of Palo Alto Networks worth $24.2M as of Q3 2026.
  • Proactive Wealth Strategies sold 6,486 Palo Alto Networks shares in Q3 2026, an estimated $2.31M.
  • Palo Alto Networks made up 3.73% of Proactive Wealth Strategies's portfolio in Q3 2026, its #3 holding.
  • Proactive Wealth Strategies first reported a position in Palo Alto Networks in Q3 2024 and has held it in 9 quarters since.
  • 2,180 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.