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Sterling Investment Advisors (Pennsylvania)’s Palo Alto Networks PANW Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$225K Buy
+660
New +$151K 0.04% 210
2022
Q3 		– Sell
-60
Closed -$5K – 378
2022
Q2 		$5K Hold
60
– – ﹤0.01% 456
2022
Q1 		$6K Hold
60
– – ﹤0.01% 482
2021
Q4 		$6K Buy
+60
New +$5.19K ﹤0.01% 474

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PANW Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) opened a new position in Palo Alto Networks (PANW) in Q2 2026: 660 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #210 among its holdings. This is a return to the name: Sterling Investment Advisors (Pennsylvania) previously reported a position in PANW as recently as Q2 2022.

Sterling Investment Advisors (Pennsylvania) first reported a position in PANW in Q4 2021 and has held it in 4 quarters since. 1,807 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 660 shares of Palo Alto Networks worth $225K as of Q2 2026.
  • Palo Alto Networks was a new Sterling Investment Advisors (Pennsylvania) position in Q2 2026.
  • Palo Alto Networks made up 0.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #210 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Palo Alto Networks in Q4 2021 and has held it in 4 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.