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PANW icon

RFG Advisory’s Palo Alto Networks PANW Stock Holding History

RFG Advisory’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 		$2.43M Sell
7,119
-4,215
-37% -$965K 0.04% 327
2026
Q1 		$1.82M Sell
11,334
-8,738
-44% -$1.47M 0.03% 356
2025
Q4 		$3.7M Buy
20,072
+601
+3% +$121K 0.07% 210
2025
Q3 		$3.96M Buy
19,471
+1,204
+7% +$230K 0.08% 183
2025
Q2 		$3.74M Buy
18,267
+263
+1% +$48.8K 0.09% 179
2025
Q1 		$3.07M Buy
18,004
+833
+5% +$154K 0.08% 172
2024
Q4 		$3.12M Buy
17,171
+2,711
+19% +$512K 0.09% 177
2024
Q3 		$2.47M Sell
14,460
-6,518
-31% -$1.1M 0.08% 204
2024
Q2 		$3.56M Buy
20,978
+2,038
+11% +$305K 0.12% 145
2024
Q1 		$2.69M Buy
18,940
+3,624
+24% +$572K 0.09% 179
2023
Q4 		$2.26M Buy
15,316
+3,804
+33% +$509K 0.09% 180
2023
Q3 		$1.35M Buy
11,512
+3,722
+48% +$440K 0.06% 233
2023
Q2 		$995K Buy
7,790
+642
+9% +$66.8K 0.04% 300
2023
Q1 		$714K Sell
7,148
-2,898
-29% -$246K 0.03% 337
2022
Q4 		$802K Sell
10,046
-852
-8% -$68.4K 0.04% 310
2022
Q3 		$840K Buy
+10,898
New +$944K 0.05% 288

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return