Unique Wealth Strategies’s Palo Alto Networks PANW Stock Holding History

Unique Wealth Strategies’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	–	Sell	-3,127	Closed	-$501K	–	256
2026 Q1	$501K	Sell	3,127 -89	-3%	-$15K	0.2%	152
2025 Q4	$592K	Buy	+3,216	New	+$649K	0.23%	133
2025 Q3	–	Sell	-3,296	Closed	-$675K	–	244
2025 Q2	$675K	Buy	3,296 +94	+3%	+$17.5K	0.28%	85
2025 Q1	$546K	Buy	+3,202	New	+$592K	0.25%	111
2024 Q3	–	Sell	-68	Closed	-$9.66K	–	532
2024 Q2	$9.66K	Buy	+68	New	+$10.2K	﹤0.01%	319

Other funds holding PANW

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Unique Wealth Strategies's PANW Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 3,127 shares — an estimated $501K sold.

Unique Wealth Strategies first reported a position in PANW in Q2 2024 and held it in 5 quarters. The position peaked at $675K in Q2 2025. 655 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Unique Wealth Strategies reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
Unique Wealth Strategies sold 3,127 Palo Alto Networks shares in Q2 2026, an estimated $501K.
Unique Wealth Strategies first reported a position in Palo Alto Networks in Q2 2024 and held it in 5 quarters.
Unique Wealth Strategies's Palo Alto Networks position peaked at $675K in Q2 2025.
655 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.