Transamerica Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$485K Buy
1,423
+261
+22% +$59.7K 0.04% 295
2026
Q1
$186K Sell
1,162
-19,755
-94% -$3.32M 0.02% 407
2025
Q4
$3.85M Sell
20,917
-675
-3% -$136K 0.32% 86
2025
Q3
$4.4M Sell
21,592
-343
-2% -$65.7K 0.36% 66
2025
Q2
$4.49M Sell
21,935
-67
-0.3% -$12.4K 0.42% 61
2025
Q1
$3.75M Sell
22,002
-726
-3% -$134K 0.38% 68
2024
Q4
$4.14M Sell
22,728
-670
-3% -$127K 0.41% 64
2024
Q3
$4M Buy
+23,398
New +$3.94M 0.39% 73
2015
Q2
Sell
-252
Closed -$7K 918
2015
Q1
$7K Buy
+252
New +$5.64K ﹤0.01% 669

Other funds holding PANW

Transamerica Financial Advisors's PANW Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Palo Alto Networks (PANW) stake by 22% in Q2 2026, buying an estimated $59.7K and bringing the position to 1,423 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #295.

Transamerica Financial Advisors first reported a position in PANW in Q1 2015 and has held it in 9 quarters since. The position peaked at $4.49M in Q2 2025. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Transamerica Financial Advisors held 1,423 shares of Palo Alto Networks worth $485K as of Q2 2026.
  • Transamerica Financial Advisors bought 261 Palo Alto Networks shares in Q2 2026, an estimated $59.7K.
  • Palo Alto Networks made up 0.04% of Transamerica Financial Advisors's portfolio in Q2 2026, its #295 holding.
  • Transamerica Financial Advisors first reported a position in Palo Alto Networks in Q1 2015 and has held it in 9 quarters since.
  • Transamerica Financial Advisors's Palo Alto Networks position peaked at $4.49M in Q2 2025.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.