Sovran Advisors’s Palo Alto Networks PANW Stock Holding History

Sovran 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	$797K	Sell	2,497 -679	-21%	-$155K	0.06%	287
2026 Q1	$570K	Sell	3,176 -1,253	-28%	-$211K	0.04%	337
2025 Q4	$831K	Sell	4,429 -998	-18%	-$201K	0.07%	260
2025 Q3	$1.18M	Sell	5,427 -1,732	-24%	-$332K	0.1%	194
2025 Q2	$1.46M	Buy	7,159 +236	+3%	+$43.8K	0.15%	151
2025 Q1	$1.16M	Buy	6,923 +1,984	+40%	+$367K	0.15%	155
2024 Q4	$842K	Buy	+4,939	New	+$933K	0.12%	174

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Sovran Advisors's PANW Position: Q2 2026 in Review

Sovran Advisors reduced its Palo Alto Networks (PANW) stake by 21% in Q2 2026, selling an estimated $155K and leaving 2,497 shares worth $797K. The position accounts for 0.06% of the portfolio, ranked #287.

Sovran Advisors first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q2 2025. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sovran Advisors held 2,497 shares of Palo Alto Networks worth $797K as of Q2 2026.
Sovran Advisors sold 679 Palo Alto Networks shares in Q2 2026, an estimated $155K.
Palo Alto Networks made up 0.06% of Sovran Advisors's portfolio in Q2 2026, its #287 holding.
Sovran Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's Palo Alto Networks position peaked at $1.46M in Q2 2025.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.