Sierra Summit Advisors’s Palo Alto Networks PANW Stock Holding History

Sierra Summit 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	–	Sell	-1,302	Closed	-$209K	–	218
2026 Q1	$209K	Buy	+1,302	New	+$219K	0.03%	177
2025 Q4	–	Sell	-1,042	Closed	-$212K	–	205
2025 Q3	$212K	Sell	1,042 -61,397	-98%	-$11.8M	0.03%	175
2025 Q2	$12.8M	Sell	62,439 -2,192	-3%	-$407K	2.27%	13
2025 Q1	$11M	Sell	64,631 -12,008	-16%	-$2.22M	2.39%	9
2024 Q4	$13.9M	Buy	76,639 +5,865	+8%	+$1.11M	2.8%	7
2024 Q3	$12.1M	Buy	70,774 +2,536	+4%	+$427K	2.78%	8
2024 Q2	$11.6M	Buy	68,238 +12,696	+23%	+$1.9M	2.87%	6
2024 Q1	$7.89M	Buy	55,542 +2,312	+4%	+$365K	2.15%	19
2023 Q4	$7.85M	Buy	+53,230	New	+$7.12M	2.29%	10

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sierra Summit Advisors's PANW Position: Q2 2026 in Review

Sierra Summit Advisors sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 1,302 shares — an estimated $209K sold.

Sierra Summit Advisors first reported a position in PANW in Q4 2023 and held it in 9 quarters. The position peaked at $13.9M in Q4 2024. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sierra Summit Advisors reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
Sierra Summit Advisors sold 1,302 Palo Alto Networks shares in Q2 2026, an estimated $209K.
Sierra Summit Advisors first reported a position in Palo Alto Networks in Q4 2023 and held it in 9 quarters.
Sierra Summit Advisors's Palo Alto Networks position peaked at $13.9M in Q4 2024.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.