Synergy Asset Management’s Palo Alto Networks PANW Stock Holding History

Synergy Asset Management’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	$505K	Sell	1,482 -564	-28%	-$129K	0.05%	159
2026 Q1	$328K	Buy	+2,046	New	+$344K	0.03%	199
2025 Q4	–	Sell	-1,762	Closed	-$359K	–	288
2025 Q3	$359K	Buy	+1,762	New	+$337K	0.01%	215
2025 Q1	–	Sell	-45	Closed	-$15.4K	–	606
2024 Q4	$15.4K	Buy	+45	New	+$8.5K	﹤0.01%	403

Other funds holding PANW

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Synergy Asset Management's PANW Position: Q2 2026 in Review

Synergy Asset Management reduced its Palo Alto Networks (PANW) stake by 28% in Q2 2026, selling an estimated $129K and leaving 1,482 shares worth $505K. The position accounts for 0.05% of the portfolio, ranked #159.

Synergy Asset Management first reported a position in PANW in Q4 2024 and has held it in 4 quarters since. 1,328 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Synergy Asset Management held 1,482 shares of Palo Alto Networks worth $505K as of Q2 2026.
Synergy Asset Management sold 564 Palo Alto Networks shares in Q2 2026, an estimated $129K.
Palo Alto Networks made up 0.05% of Synergy Asset Management's portfolio in Q2 2026, its #159 holding.
Synergy Asset Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 4 quarters since.
1,328 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.