Regent Peak Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Regent Peak 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 Q2	$368K	Buy	+1,080	New	+$247K	0.07%	127
2026 Q1	–	Sell	-1,147	Closed	-$211K	–	207
2025 Q4	$211K	Sell	1,147 -89	-7%	-$18K	0.04%	179
2025 Q3	$252K	Buy	+1,236	New	+$237K	0.05%	158
2021 Q1	–	Sell	-306	Closed	-$18K	–	728
2020 Q4	$18K	Buy	+306	New	+$14.3K	0.01%	469

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Regent Peak Wealth Advisors's PANW Position: Q2 2026 in Review

Regent Peak Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,080 shares worth $368K. The stake represents 0.07% of the portfolio and ranks #127 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in PANW as recently as Q4 2025.

Regent Peak Wealth Advisors first reported a position in PANW in Q4 2020 and has held it in 4 quarters since. 723 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Regent Peak Wealth Advisors held 1,080 shares of Palo Alto Networks worth $368K as of Q2 2026.
Palo Alto Networks was a new Regent Peak Wealth Advisors position in Q2 2026.
Palo Alto Networks made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Regent Peak Wealth Advisors first reported a position in Palo Alto Networks in Q4 2020 and has held it in 4 quarters since.
723 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.