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Sheets Smith Wealth Management’s Palo Alto Networks PANW Stock Holding History

Sheets Smith 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 		$6.78M Buy
19,881
+6,107
+44% +$1.4M 0.68% 35
2026
Q1 		$2.21M Buy
13,774
+8,092
+142% +$1.36M 0.25% 92
2025
Q4 		$1.05M Buy
5,682
+277
+5% +$55.9K 0.11% 174
2025
Q3 		$1.1M Buy
5,405
+270
+5% +$51.7K 0.12% 161
2025
Q2 		$1.05M Buy
5,135
+1,565
+44% +$291K 0.12% 158
2025
Q1 		$609K Sell
3,570
-2,084
-37% -$385K 0.08% 224
2024
Q4 		$1.03M Sell
5,654
-342
-6% -$64.6K 0.13% 155
2024
Q3 		$1.02M Sell
5,996
-1,008
-14% -$170K 0.13% 156
2024
Q2 		$1.19M Buy
7,004
+4,046
+137% +$605K 0.14% 142
2024
Q1 		$420K Buy
2,958
+68
+2% +$10.7K 0.05% 276
2023
Q4 		$426K Buy
+2,890
New +$386K 0.06% 239
2019
Q2 		– Sell
-17,088
Closed -$692K – 329
2019
Q1 		$692K Buy
+17,088
New +$634K 0.15% 160
2018
Q4 		– Sell
-15,552
Closed -$584K – 310
2018
Q3 		$584K Buy
15,552
+372
+2% +$13.5K 0.12% 193
2018
Q2 		$520K Buy
+15,180
New +$506K 0.12% 182
2016
Q4 		– Sell
-22,068
Closed -$586K – 294
2016
Q3 		$586K Buy
+22,068
New +$503K 0.17% 166
2016
Q1 		– Sell
-46,764
Closed -$1.37M – 256
2015
Q4 		$1.37M Buy
46,764
+522
+1% +$15.1K 0.42% 72
2015
Q3 		$1.33M Sell
46,242
-798
-2% -$23.5K 0.45% 68
2015
Q2 		$1.37M Sell
47,040
-12
-0% -$320 0.37% 78
2015
Q1 		$1.15M Sell
47,052
-798
-2% -$17.9K 0.32% 95
2014
Q4 		$977K Buy
+47,850
New +$882K 0.25% 117

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sheets Smith Wealth Management's PANW Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Palo Alto Networks (PANW) stake by 44% in Q2 2026, buying an estimated $1.4M and bringing the position to 19,881 shares worth $6.78M. The position accounts for 0.68% of the portfolio, ranked #35.

Sheets Smith Wealth Management first reported a position in PANW in Q4 2014 and has held it in 20 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sheets Smith Wealth Management held 19,881 shares of Palo Alto Networks worth $6.78M as of Q2 2026.
  • Sheets Smith Wealth Management bought 6,107 Palo Alto Networks shares in Q2 2026, an estimated $1.4M.
  • Palo Alto Networks made up 0.68% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Sheets Smith Wealth Management first reported a position in Palo Alto Networks in Q4 2014 and has held it in 20 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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