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Summit Wealth Group (Colorado)’s Palo Alto Networks PANW Stock Holding History

Summit Wealth Group (Colorado)’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 		$576K Buy
1,690
+256
+18% +$58.6K 0.05% 198
2026
Q1 		$230K Buy
+1,434
New +$241K 0.02% 303

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Summit Wealth Group (Colorado)'s PANW Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Palo Alto Networks (PANW) stake by 18% in Q2 2026, buying an estimated $58.6K and bringing the position to 1,690 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #198.

Summit Wealth Group (Colorado) first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,690 shares of Palo Alto Networks worth $576K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 256 Palo Alto Networks shares in Q2 2026, an estimated $58.6K.
  • Palo Alto Networks made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #198 holding.
  • Summit Wealth Group (Colorado) first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.