Strategic Planning Group’s Palo Alto Networks PANW Stock Holding History

Strategic Planning Group’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	$7.95M	Buy	23,323 +329	+1%	+$75.3K	0.87%	38
2026 Q1	$3.69M	Sell	22,994 -47,074	-67%	-$7.91M	0.52%	47
2025 Q4	$12.9M	Buy	70,068 +3,735	+6%	+$754K	1.66%	20
2025 Q3	$13.5M	Buy	66,333 +20,149	+44%	+$3.86M	1.83%	15
2025 Q2	$9.45M	Buy	46,184 +2,260	+5%	+$420K	1.53%	18
2025 Q1	$7.5M	Sell	43,924 -714	-2%	-$132K	1.47%	20
2024 Q4	$8.12M	Buy	44,638 +900	+2%	+$170K	1.49%	19
2024 Q3	$7.47M	Buy	43,738 +1,682	+4%	+$283K	1.47%	20
2024 Q2	$7.13M	Buy	42,056 +11,924	+40%	+$1.78M	1.56%	20
2024 Q1	$4.28M	Buy	30,132 +5,914	+24%	+$933K	1.07%	24
2023 Q4	$3.57M	Buy	+24,218	New	+$3.24M	1.18%	20

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Strategic Planning Group's PANW Position: Q2 2026 in Review

Strategic Planning Group increased its Palo Alto Networks (PANW) stake by 1.4% in Q2 2026, buying an estimated $75.3K and bringing the position to 23,323 shares worth $7.95M. The position accounts for 0.87% of the portfolio, ranked #38.

Strategic Planning Group first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.5M in Q3 2025. 646 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Strategic Planning Group held 23,323 shares of Palo Alto Networks worth $7.95M as of Q2 2026.
Strategic Planning Group bought 329 Palo Alto Networks shares in Q2 2026, an estimated $75.3K.
Palo Alto Networks made up 0.87% of Strategic Planning Group's portfolio in Q2 2026, its #38 holding.
Strategic Planning Group first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
Strategic Planning Group's Palo Alto Networks position peaked at $13.5M in Q3 2025.
646 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.