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Schwarz Dygos Wheeler Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$6.19M Sell
18,159
-757
-4% -$173K 1.18% 19
2026
Q1 		$3.03M Sell
18,916
-287
-1% -$48.2K 0.63% 36
2025
Q4 		$3.54M Sell
19,203
-43
-0.2% -$8.68K 0.73% 32
2025
Q3 		$3.92M Sell
19,246
-159
-0.8% -$30.4K 0.83% 29
2025
Q2 		$3.97M Buy
19,405
+12,712
+190% +$2.36M 0.9% 29
2025
Q1 		$1.14M Buy
6,693
+730
+12% +$135K 0.27% 63
2024
Q4 		$1.09M Buy
5,963
+689
+13% +$130K 0.27% 64
2024
Q3 		$901K Buy
5,274
+34
+0.6% +$5.72K 0.22% 71
2024
Q2 		$888K Sell
5,240
-48
-0.9% -$7.18K 0.24% 69
2024
Q1 		$751K Sell
5,288
-84
-2% -$13.3K 0.21% 77
2023
Q4 		$792K Buy
5,372
+374
+7% +$50K 0.24% 68
2023
Q3 		$586K Buy
4,998
+30
+0.6% +$3.55K 0.2% 77
2023
Q2 		$635K Buy
4,968
+90
+2% +$9.37K 0.21% 73
2023
Q1 		$487K Buy
4,878
+1,528
+46% +$129K 0.18% 80
2022
Q4 		$234K Buy
3,350
+350
+12% +$28.1K 0.09% 110
2022
Q3 		$246K Hold
3,000
– – 0.11% 97
2022
Q2 		$247K Sell
3,000
-240
-7% -$21.3K 0.1% 108
2022
Q1 		$336K Buy
3,240
+450
+16% +$40.3K 0.11% 103
2021
Q4 		$259K Buy
+2,790
New +$241K 0.09% 114

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's PANW Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Palo Alto Networks (PANW) stake by 4% in Q2 2026, selling an estimated $173K and leaving 18,159 shares worth $6.19M. The position accounts for 1.18% of the portfolio, ranked #19.

Schwarz Dygos Wheeler Investment Advisors first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 1,990 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 18,159 shares of Palo Alto Networks worth $6.19M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 757 Palo Alto Networks shares in Q2 2026, an estimated $173K.
  • Palo Alto Networks made up 1.18% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.