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Robertson Stephens Wealth Management’s Palo Alto Networks PANW Stock Holding History

Robertson Stephens Wealth Management’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 		$2.02M Sell
5,921
-477
-7% -$109K 0.05% 215
2026
Q1 		$1.03M Sell
6,398
-10,989
-63% -$1.85M 0.03% 296
2025
Q4 		$3.2M Sell
17,387
-776
-4% -$157K 0.08% 161
2025
Q3 		$3.7M Sell
18,163
-2,573
-12% -$493K 0.11% 127
2025
Q2 		$4.24M Buy
20,736
+18,224
+725% +$3.38M 0.14% 118
2025
Q1 		$429K Sell
2,512
-414
-14% -$76.6K 0.01% 392
2024
Q4 		$532K Sell
2,926
-324
-10% -$61.2K 0.02% 347
2024
Q3 		$555K Sell
3,250
-1,464
-31% -$246K 0.02% 388
2024
Q2 		$799K Sell
4,714
-226
-5% -$33.8K 0.04% 262
2024
Q1 		$702K Buy
4,940
+974
+25% +$154K 0.04% 285
2023
Q4 		$585K Sell
3,966
-3,550
-47% -$475K 0.04% 286
2023
Q3 		$881K Buy
7,516
+4,002
+114% +$474K 0.06% 224
2023
Q2 		$449K Sell
3,514
-404
-10% -$42K 0.03% 295
2023
Q1 		$391K Buy
3,918
+732
+23% +$62K 0.03% 326
2022
Q4 		$222K Buy
3,186
+294
+10% +$23.6K 0.02% 383
2022
Q3 		$236K Sell
2,892
-450
-13% -$39K 0.02% 318
2022
Q2 		$275K Buy
3,342
+522
+19% +$46.3K 0.03% 303
2022
Q1 		$292K Buy
2,820
+234
+9% +$20.9K 0.02% 316
2021
Q4 		$239K Buy
+2,586
New +$224K 0.02% 356

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robertson Stephens Wealth Management's PANW Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Palo Alto Networks (PANW) stake by 7.5% in Q2 2026, selling an estimated $109K and leaving 5,921 shares worth $2.02M. The position accounts for 0.05% of the portfolio, ranked #215.

Robertson Stephens Wealth Management first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.24M in Q2 2025. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Robertson Stephens Wealth Management held 5,921 shares of Palo Alto Networks worth $2.02M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 477 Palo Alto Networks shares in Q2 2026, an estimated $109K.
  • Palo Alto Networks made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Robertson Stephens Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Palo Alto Networks position peaked at $4.24M in Q2 2025.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.