Sulzberger Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Sulzberger Capital 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	$972K	Sell	2,850 -220	-7%	-$50.4K	0.95%	26
2026 Q1	$492K	Hold	3,070	–	–	0.5%	33
2025 Q4	$565K	Sell	3,070 -214	-7%	-$43.2K	0.57%	28
2025 Q3	$669K	Hold	3,284	–	–	0.75%	22
2025 Q2	$672K	Hold	3,284	–	–	0.79%	22
2025 Q1	$560K	Sell	3,284 -1,656	-34%	-$306K	0.74%	24
2024 Q4	$899K	Buy	+4,940	New	+$933K	1.02%	22

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Sulzberger Capital Advisors's PANW Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its Palo Alto Networks (PANW) stake by 7.2% in Q2 2026, selling an estimated $50.4K and leaving 2,850 shares worth $972K. The position accounts for 0.95% of the portfolio, ranked #26.

Sulzberger Capital Advisors first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sulzberger Capital Advisors held 2,850 shares of Palo Alto Networks worth $972K as of Q2 2026.
Sulzberger Capital Advisors sold 220 Palo Alto Networks shares in Q2 2026, an estimated $50.4K.
Palo Alto Networks made up 0.95% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #26 holding.
Sulzberger Capital Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.