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Sun Group Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Sun Group Wealth Partners’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 		$3.57M Sell
10,482
-62
-0.6% -$14.2K 2.44% 10
2026
Q1 		$1.69M Buy
10,544
+187
+2% +$31.4K 1.33% 21
2025
Q4 		$1.91M Buy
+10,357
New +$2.09M 1.53% 19

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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

Sun Group Wealth Partners's PANW Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Palo Alto Networks (PANW) stake by 0.59% in Q2 2026, selling an estimated $14.2K and leaving 10,482 shares worth $3.57M. The position accounts for 2.44% of the portfolio, ranked #10.

Sun Group Wealth Partners first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sun Group Wealth Partners held 10,482 shares of Palo Alto Networks worth $3.57M as of Q2 2026.
  • Sun Group Wealth Partners sold 62 Palo Alto Networks shares in Q2 2026, an estimated $14.2K.
  • Palo Alto Networks made up 2.44% of Sun Group Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Sun Group Wealth Partners first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.