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Segment Wealth Management’s Palo Alto Networks PANW Stock Holding History

Segment Wealth 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 		$5.48M Buy
16,069
+667
+4% +$153K 0.28% 76
2026
Q1 		$2.47M Buy
15,402
+8,274
+116% +$1.39M 0.14% 105
2025
Q4 		$1.31M Buy
+7,128
New +$1.44M 0.08% 138

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Segment Wealth Management's PANW Position: Q2 2026 in Review

Segment Wealth Management increased its Palo Alto Networks (PANW) stake by 4.3% in Q2 2026, buying an estimated $153K and bringing the position to 16,069 shares worth $5.48M. The position accounts for 0.28% of the portfolio, ranked #76.

Segment Wealth Management first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Segment Wealth Management held 16,069 shares of Palo Alto Networks worth $5.48M as of Q2 2026.
  • Segment Wealth Management bought 667 Palo Alto Networks shares in Q2 2026, an estimated $153K.
  • Palo Alto Networks made up 0.28% of Segment Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Segment Wealth Management first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 656 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.