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

Sequent 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	$387K	Buy	+1,134	New	+$260K	0.16%	65
2026 Q1	–	Sell	-1,154	Closed	-$213K	–	93
2025 Q4	$213K	Sell	1,154 -152	-12%	-$30.7K	0.09%	96
2025 Q3	$266K	Buy	1,306 +52	+4%	+$9.95K	0.13%	78
2025 Q2	$257K	Sell	1,254 -80	-6%	-$14.9K	0.2%	62
2025 Q1	$228K	Hold	1,334	–	–	0.13%	78
2024 Q4	$243K	Hold	1,334	–	–	0.12%	78
2024 Q3	$228K	Sell	1,334 -1,144	-46%	-$193K	0.11%	83
2024 Q2	$420K	Hold	2,478	–	–	0.21%	54
2024 Q1	$352K	Hold	2,478	–	–	0.19%	55
2023 Q4	$365K	Buy	+2,478	New	+$331K	0.21%	53

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

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

Sequent Asset Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,134 shares worth $387K. The stake represents 0.16% of the portfolio and ranks #65 among its holdings. This is a return to the name: Sequent Asset Management previously reported a position in PANW as recently as Q4 2025.

Sequent Asset Management first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $420K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sequent Asset Management held 1,134 shares of Palo Alto Networks worth $387K as of Q2 2026.
Palo Alto Networks was a new Sequent Asset Management position in Q2 2026.
Palo Alto Networks made up 0.16% of Sequent Asset Management's portfolio in Q2 2026, its #65 holding.
Sequent Asset Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Sequent Asset Management's Palo Alto Networks position peaked at $420K in Q2 2024.
1,299 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sequent Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.