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

Smith Salley 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	$423K	Sell	1,241 -205	-14%	-$46.9K	0.02%	207
2026 Q1	$232K	Sell	1,446 -152	-10%	-$25.5K	0.01%	248
2025 Q4	$294K	Sell	1,598 -100	-6%	-$20.2K	0.01%	225
2025 Q3	$346K	Sell	1,698 -444	-21%	-$85K	0.02%	208
2025 Q2	$438K	Buy	2,142 +544	+34%	+$101K	0.03%	182
2025 Q1	$273K	Buy	1,598 +300	+23%	+$55.5K	0.02%	213
2024 Q4	$236K	Buy	+1,298	New	+$245K	0.02%	223

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

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

Smith Salley Wealth Management reduced its Palo Alto Networks (PANW) stake by 14% in Q2 2026, selling an estimated $46.9K and leaving 1,241 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #207.

Smith Salley Wealth Management first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $438K in Q2 2025. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Smith Salley Wealth Management held 1,241 shares of Palo Alto Networks worth $423K as of Q2 2026.
Smith Salley Wealth Management sold 205 Palo Alto Networks shares in Q2 2026, an estimated $46.9K.
Palo Alto Networks made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #207 holding.
Smith Salley Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
Smith Salley Wealth Management's Palo Alto Networks position peaked at $438K in Q2 2025.
935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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