Sax Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Sax 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	$1.37M	Buy	8,543 +1,049	+14%	+$240K	0.06%	187
2026 Q1	$1.38M	Hold	7,494	–	–	0.07%	153
2025 Q4	$1.38M	Buy	7,494 +726	+11%	+$146K	0.06%	157
2025 Q3	$1.38M	Sell	6,768 -344	-5%	-$65.8K	0.07%	145
2025 Q2	$1.46M	Buy	7,112 +4,006	+129%	+$744K	0.09%	128
2025 Q1	$530K	Buy	3,106 +9	+0.3%	+$1.66K	0.04%	210
2024 Q4	$564K	Buy	3,097 +447	+17%	+$84.4K	0.04%	182
2024 Q3	$453K	Buy	2,650 +150	+6%	+$25.2K	0.04%	169
2024 Q2	$424K	Buy	2,500 +834	+50%	+$125K	0.04%	165
2024 Q1	$237K	Sell	1,666 -652	-28%	-$103K	0.03%	167
2023 Q4	$342K	Hold	2,318	–	–	0.06%	139
2023 Q3	$272K	Sell	2,318 -1,246	-35%	-$147K	0.05%	144
2023 Q2	$455K	Sell	3,564 -4	-0.1%	-$416	0.09%	119
2023 Q1	$356K	Buy	3,568 +4	+0.1%	+$339	0.08%	128
2022 Q4	$249K	Hold	3,564	–	–	0.06%	143
2022 Q3	$292K	Hold	3,564	–	–	0.08%	132
2022 Q2	$293K	Hold	3,564	–	–	0.07%	135
2022 Q1	$370K	Hold	3,564	–	–	0.09%	125
2021 Q4	$331K	Hold	3,564	–	–	0.07%	140
2021 Q3	$285K	Buy	+3,564	New	+$250K	0.07%	136

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sax Wealth Advisors's PANW Position: Q2 2026 in Review

Sax Wealth Advisors increased its Palo Alto Networks (PANW) stake by 14% in Q2 2026, buying an estimated $240K and bringing the position to 8,543 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #187.

Sax Wealth Advisors first reported a position in PANW in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q2 2025. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sax Wealth Advisors held 8,543 shares of Palo Alto Networks worth $1.37M as of Q2 2026.
Sax Wealth Advisors bought 1,049 Palo Alto Networks shares in Q2 2026, an estimated $240K.
Palo Alto Networks made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #187 holding.
Sax Wealth Advisors first reported a position in Palo Alto Networks in Q3 2021 and has held it in 20 quarters since.
Sax Wealth Advisors's Palo Alto Networks position peaked at $1.46M in Q2 2025.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.