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SOA Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

SOA Wealth 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 		$2.14M Sell
17,224
-2,675
-13% -$612K 0.36% 56
2026
Q1 		$1.46M Buy
19,899
+2,278
+13% +$383K 0.28% 63
2025
Q4 		$1.26M Sell
17,621
-176
-1% -$35.5K 0.21% 75
2025
Q3 		$1.43M Buy
17,797
+618
+4% +$118K 0.24% 64
2025
Q2 		$1.31M Buy
17,179
+467
+3% +$86.7K 0.25% 66
2025
Q1 		$1.05M Buy
16,712
+10,398
+165% +$1.92M 0.22% 69
2024
Q4 		$1.15M Buy
6,314
+1,102
+21% +$208K 0.21% 68
2024
Q3 		$891K Buy
5,212
+504
+11% +$84.8K 0.17% 77
2024
Q2 		$798K Buy
4,708
+3,116
+196% +$466K 0.16% 81
2024
Q1 		$226K Buy
1,592
+530
+50% +$83.6K 0.05% 170
2023
Q4 		$157K Sell
1,062
-128
-11% -$17.1K 0.03% 196
2023
Q3 		$139K Sell
1,190
-90
-7% -$10.7K 0.03% 196
2023
Q2 		$164K Sell
1,280
-250
-16% -$26K 0.04% 185
2023
Q1 		$153K Buy
1,530
+174
+13% +$14.7K 0.04% 185
2022
Q4 		$94.6K Sell
1,356
-66
-5% -$5.3K 0.03% 228
2022
Q3 		$116K Buy
+1,422
New +$123K 0.03% 189

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

SOA Wealth Advisors's PANW Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 13% in Q2 2026, selling an estimated $612K and leaving 17,224 shares worth $2.14M. The position accounts for 0.36% of the portfolio, ranked #56.

SOA Wealth Advisors first reported a position in PANW in Q3 2022 and has held it in 16 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • SOA Wealth Advisors held 17,224 shares of Palo Alto Networks worth $2.14M as of Q2 2026.
  • SOA Wealth Advisors sold 2,675 Palo Alto Networks shares in Q2 2026, an estimated $612K.
  • Palo Alto Networks made up 0.36% of SOA Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • SOA Wealth Advisors first reported a position in Palo Alto Networks in Q3 2022 and has held it in 16 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.