Secure Asset Management’s Palo Alto Networks PANW Stock Holding History

Secure Asset 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	$2.72M	Sell	7,966 -2,398	-23%	-$549K	0.38%	70
2026 Q1	$1.66M	Sell	10,364 -1,944	-16%	-$327K	0.26%	98
2025 Q4	$2.27M	Buy	12,308 +125	+1%	+$25.2K	0.35%	77
2025 Q3	$2.52M	Buy	12,183 +168	+1%	+$32.2K	0.42%	68
2025 Q2	$2.46M	Buy	12,015 +1,346	+13%	+$250K	0.45%	59
2025 Q1	$1.82M	Sell	10,669 -1,576	-13%	-$291K	0.36%	89
2024 Q4	$2.23M	Buy	12,245 +4,997	+69%	+$944K	0.34%	70
2024 Q3	$1.24M	Buy	7,248 +702	+11%	+$118K	0.21%	116
2024 Q2	$1.11M	Buy	6,546 +2,254	+53%	+$337K	0.21%	112
2024 Q1	$610K	Buy	4,292 +1,764	+70%	+$278K	0.14%	121
2023 Q4	$373K	Buy	+2,528	New	+$338K	0.1%	147
2022 Q2	–	Sell	-2,058	Closed	-$214K	–	207
2022 Q1	$214K	Sell	2,058 -798	-28%	-$71.4K	0.1%	184
2021 Q4	$265K	Buy	+2,856	New	+$247K	0.11%	162

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

Secure Asset Management's PANW Position: Q2 2026 in Review

Secure Asset Management reduced its Palo Alto Networks (PANW) stake by 23% in Q2 2026, selling an estimated $549K and leaving 7,966 shares worth $2.72M. The position accounts for 0.38% of the portfolio, ranked #70.

Secure Asset Management first reported a position in PANW in Q4 2021 and has held it in 13 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Secure Asset Management held 7,966 shares of Palo Alto Networks worth $2.72M as of Q2 2026.
Secure Asset Management sold 2,398 Palo Alto Networks shares in Q2 2026, an estimated $549K.
Palo Alto Networks made up 0.38% of Secure Asset Management's portfolio in Q2 2026, its #70 holding.
Secure Asset Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 13 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.