Smallwood Wealth Investment Management’s Palo Alto Networks PANW Stock Holding History

Smallwood Wealth Investment 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	$8.87K	Sell	26 -22	-46%	-$5.04K	﹤0.01%	338
2026 Q1	$7.7K	Hold	48	–	–	﹤0.01%	341
2025 Q4	$8.84K	Buy	48 +12	+33%	+$2.42K	﹤0.01%	323
2025 Q3	$7.33K	Sell	36 -2	-5%	-$383	﹤0.01%	335
2025 Q2	$7.78K	Sell	38 -92	-71%	-$17.1K	﹤0.01%	334
2025 Q1	$22.2K	Buy	+130	New	+$24K	0.01%	243

Other funds holding PANW

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Smallwood Wealth Investment Management's PANW Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Palo Alto Networks (PANW) stake by 46% in Q2 2026, selling an estimated $5.04K and leaving 26 shares worth $8.87K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Smallwood Wealth Investment Management first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.2K in Q1 2025. 1,772 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Smallwood Wealth Investment Management held 26 shares of Palo Alto Networks worth $8.87K as of Q2 2026.
Smallwood Wealth Investment Management sold 22 Palo Alto Networks shares in Q2 2026, an estimated $5.04K.
Palo Alto Networks made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #338 holding.
Smallwood Wealth Investment Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Palo Alto Networks position peaked at $22.2K in Q1 2025.
1,772 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.