Summit Financial Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Summit Financial Wealth 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	$326K	Buy	+956	New	+$219K	0.04%	165

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

Summit Financial Wealth Advisors's PANW Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 956 shares worth $326K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings.

498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Summit Financial Wealth Advisors held 956 shares of Palo Alto Networks worth $326K as of Q2 2026.
Palo Alto Networks was a new Summit Financial Wealth Advisors position in Q2 2026.
Palo Alto Networks made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #165 holding.
498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.