Retirement Wealth Solutions’s Palo Alto Networks PANW Stock Holding History

Retirement Wealth Solutions’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	$29.3K	Buy	86 +14	+19%	+$3.21K	0.02%	121
2026 Q1	$11.5K	Buy	72 +23	+47%	+$3.86K	0.01%	196
2025 Q4	$9.03K	Hold	49	–	–	0.01%	235
2025 Q3	$9.98K	Hold	49	–	–	0.01%	228
2025 Q2	$10K	Sell	49 -144	-75%	-$26.7K	0.01%	240
2025 Q1	$32.9K	Hold	193	–	–	0.03%	100
2024 Q4	$33.5K	Buy	+193	New	+$36.5K	0.03%	110

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Wealth Solutions's PANW Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Palo Alto Networks (PANW) stake by 19% in Q2 2026, buying an estimated $3.21K and bringing the position to 86 shares worth $29.3K. The position accounts for 0.02% of the portfolio, ranked #121.

Retirement Wealth Solutions first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.5K in Q4 2024. 575 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Retirement Wealth Solutions held 86 shares of Palo Alto Networks worth $29.3K as of Q2 2026.
Retirement Wealth Solutions bought 14 Palo Alto Networks shares in Q2 2026, an estimated $3.21K.
Palo Alto Networks made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #121 holding.
Retirement Wealth Solutions first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Palo Alto Networks position peaked at $33.5K in Q4 2024.
575 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.