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San Luis Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

San Luis 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 		$341K Buy
+1,000
New +$229K 0.05% 149
2026
Q1 		– Sell
-2,258
Closed -$416K – 186
2025
Q4 		$416K Sell
2,258
-35
-2% -$7.06K 0.07% 137
2025
Q3 		$467K Buy
+2,293
New +$439K 0.08% 130

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

San Luis Wealth Advisors's PANW Position: Q2 2026 in Review

San Luis Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,000 shares worth $341K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings. This is a return to the name: San Luis Wealth Advisors previously reported a position in PANW as recently as Q4 2025.

San Luis Wealth Advisors first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $467K in Q3 2025. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • San Luis Wealth Advisors held 1,000 shares of Palo Alto Networks worth $341K as of Q2 2026.
  • Palo Alto Networks was a new San Luis Wealth Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.05% of San Luis Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • San Luis Wealth Advisors first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
  • San Luis Wealth Advisors's Palo Alto Networks position peaked at $467K in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.