Sage Investment Advisers’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$252K Buy
+740
New +$169K 0.17% 91
2026
Q1
Sell
-1,686
Closed -$311K 93
2025
Q4
$311K Buy
+1,686
New +$340K 0.23% 70

Other funds holding PANW

Sage Investment Advisers's PANW Position: Q2 2026 in Review

Sage Investment Advisers opened a new position in Palo Alto Networks (PANW) in Q2 2026: 740 shares worth $252K. The stake represents 0.17% of the portfolio and ranks #91 among its holdings. This is a return to the name: Sage Investment Advisers previously reported a position in PANW as recently as Q4 2025.

Sage Investment Advisers first reported a position in PANW in Q4 2025 and has held it in 2 quarters since. The position peaked at $311K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sage Investment Advisers held 740 shares of Palo Alto Networks worth $252K as of Q2 2026.
  • Palo Alto Networks was a new Sage Investment Advisers position in Q2 2026.
  • Palo Alto Networks made up 0.17% of Sage Investment Advisers's portfolio in Q2 2026, its #91 holding.
  • Sage Investment Advisers first reported a position in Palo Alto Networks in Q4 2025 and has held it in 2 quarters since.
  • Sage Investment Advisers's Palo Alto Networks position peaked at $311K in Q4 2025.
  • 1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.