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Spire Wealth Management’s Palo Alto Networks PANW Stock Holding History

Spire 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 		$22M Buy
64,370
+7,024
+12% +$1.61M 0.66% 38
2026
Q1 		$9.19M Buy
57,346
+12
+0% +$2.02K 0.31% 64
2025
Q4 		$10.6M Buy
57,334
+7,396
+15% +$1.49M 0.35% 60
2025
Q3 		$10.2M Buy
49,938
+1,197
+2% +$229K 0.35% 62
2025
Q2 		$9.95M Sell
48,741
-14,123
-22% -$2.62M 0.36% 57
2025
Q1 		$10.7M Sell
62,864
-211
-0.3% -$39K 0.34% 62
2024
Q4 		$11.5M Buy
63,075
+6,449
+11% +$1.22M 0.36% 58
2024
Q3 		$9.68M Buy
56,626
+6,592
+13% +$1.11M 0.33% 64
2024
Q2 		$8.48M Sell
50,034
-3,098
-6% -$463K 0.3% 73
2024
Q1 		$7.55M Sell
53,132
-1,868
-3% -$295K 0.14% 112
2023
Q4 		$9.29M Buy
55,000
+3,118
+6% +$417K 0.31% 66
2023
Q3 		$6.08M Sell
51,882
-66
-0.1% -$7.81K 0.23% 84
2023
Q2 		$6.64M Buy
51,948
+8,306
+19% +$864K 0.25% 86
2023
Q1 		$4.36M Buy
43,642
+10,704
+32% +$907K 0.17% 121
2022
Q4 		$2.3M Buy
32,938
+8,396
+34% +$674K 0.13% 143
2022
Q3 		$2.01M Sell
24,542
-17,830
-42% -$1.54M 0.12% 136
2022
Q2 		$3.49M Sell
42,372
-120,084
-74% -$10.6M 0.14% 146
2022
Q1 		$16.9M Buy
162,456
+83,322
+105% +$7.46M 0.45% 48
2021
Q4 		$7.34M Buy
79,134
+3,396
+4% +$294K 0.16% 145
2021
Q3 		$6.05M Buy
75,738
+348
+0.5% +$24.4K 0.16% 145
2021
Q2 		$4.66M Buy
75,390
+708
+0.9% +$41.9K 0.13% 170
2021
Q1 		$4.02M Buy
+74,682
New +$4.44M 0.11% 180

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Spire Wealth Management's PANW Position: Q2 2026 in Review

Spire Wealth Management increased its Palo Alto Networks (PANW) stake by 12% in Q2 2026, buying an estimated $1.61M and bringing the position to 64,370 shares worth $22M. The position accounts for 0.66% of the portfolio, ranked #38.

Spire Wealth Management first reported a position in PANW in Q1 2021 and has held it in 22 quarters since. 1,166 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Spire Wealth Management held 64,370 shares of Palo Alto Networks worth $22M as of Q2 2026.
  • Spire Wealth Management bought 7,024 Palo Alto Networks shares in Q2 2026, an estimated $1.61M.
  • Palo Alto Networks made up 0.66% of Spire Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Spire Wealth Management first reported a position in Palo Alto Networks in Q1 2021 and has held it in 22 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.