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Sowell Financial Services’s Palo Alto Networks PANW Stock Holding History

Sowell Financial Services’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 		$5.48M Buy
16,080
+357
+2% +$81.7K 0.18% 123
2026
Q1 		$2.52M Buy
15,723
+2,523
+19% +$424K 0.09% 234
2025
Q4 		$2.43M Buy
13,200
+663
+5% +$134K 0.09% 237
2025
Q3 		$2.55M Sell
12,537
-8,121
-39% -$1.55M 0.1% 223
2025
Q2 		$4.23M Buy
20,658
+614
+3% +$114K 0.17% 124
2025
Q1 		$3.42M Buy
20,044
+1,751
+10% +$324K 0.16% 138
2024
Q4 		$3.33M Buy
+18,293
New +$3.46M 0.18% 135
2023
Q2 		– Sell
-6,490
Closed -$648K – 750
2023
Q1 		$648K Buy
+6,490
New +$550K 0.05% 389
2021
Q2 		– Sell
-3,936
Closed -$221K – 2057
2021
Q1 		$221K Buy
3,936
+300
+8% +$17.8K 0.01% 999
2020
Q4 		$215K Buy
3,636
+2,280
+168% +$107K 0.01% 812
2020
Q3 		$55K Buy
1,356
+192
+16% +$7.99K ﹤0.01% 1176
2020
Q2 		$45K Buy
1,164
+24
+2% +$846 ﹤0.01% 1188
2020
Q1 		$31K Sell
1,140
-516
-31% -$18K ﹤0.01% 1234
2019
Q4 		$64K Buy
1,656
+168
+11% +$6.35K ﹤0.01% 1066
2019
Q3 		$51K Buy
+1,488
New +$52.7K ﹤0.01% 994
2017
Q1 		– Sell
-1,200
Closed -$31K – 483
2016
Q4 		$31K Buy
+1,200
New +$28.8K 0.01% 384

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

Sowell Financial Services's PANW Position: Q2 2026 in Review

Sowell Financial Services increased its Palo Alto Networks (PANW) stake by 2.3% in Q2 2026, buying an estimated $81.7K and bringing the position to 16,080 shares worth $5.48M. The position accounts for 0.18% of the portfolio, ranked #123.

Sowell Financial Services first reported a position in PANW in Q4 2016 and has held it in 16 quarters since. 1,245 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sowell Financial Services held 16,080 shares of Palo Alto Networks worth $5.48M as of Q2 2026.
  • Sowell Financial Services bought 357 Palo Alto Networks shares in Q2 2026, an estimated $81.7K.
  • Palo Alto Networks made up 0.18% of Sowell Financial Services's portfolio in Q2 2026, its #123 holding.
  • Sowell Financial Services first reported a position in Palo Alto Networks in Q4 2016 and has held it in 16 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.