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United Asset Strategies’s Palo Alto Networks PANW Stock Holding History

United Asset 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 		$22.2M Sell
65,119
-41,315
-39% -$9.46M 1.57% 13
2026
Q1 		$17.1M Buy
106,434
+9,296
+10% +$1.56M 1.36% 21
2025
Q4 		$17.9M Buy
97,138
+1,272
+1% +$257K 1.38% 20
2025
Q3 		$19.5M Buy
95,866
+880
+0.9% +$168K 1.57% 12
2025
Q2 		$19.4M Buy
94,986
+125
+0.1% +$23.2K 1.66% 12
2025
Q1 		$16.2M Buy
94,861
+2,656
+3% +$491K 1.5% 14
2024
Q4 		$16.8M Buy
92,205
+1,455
+2% +$275K 1.54% 15
2024
Q3 		$15.5M Buy
90,750
+2,448
+3% +$412K 1.44% 18
2024
Q2 		$15M Buy
88,302
+2,644
+3% +$395K 1.48% 17
2024
Q1 		$12.2M Sell
85,658
-49,490
-37% -$7.81M 1.22% 28
2023
Q4 		$19.9M Sell
135,148
-4,360
-3% -$583K 2.24% 6
2023
Q3 		$16.4M Sell
139,508
-2,718
-2% -$322K 2.11% 6
2023
Q2 		$18.2M Sell
142,226
-30,808
-18% -$3.21M 2.27% 6
2023
Q1 		$17.3M Sell
173,034
-10,124
-6% -$858K 2.28% 5
2022
Q4 		$12.8M Sell
183,158
-4,148
-2% -$333K 1.78% 13
2022
Q3 		$15.3M Sell
187,306
-2,126
-1% -$184K 2.36% 5
2022
Q2 		$15.6M Sell
189,432
-11,328
-6% -$1M 2.27% 7
2022
Q1 		$20.8M Sell
200,760
-37,164
-16% -$3.33M 2.65% 5
2021
Q4 		$22.1M Sell
237,924
-17,244
-7% -$1.49M 2.63% 5
2021
Q3 		$20.4M Sell
255,168
-11,706
-4% -$822K 2.63% 4
2021
Q2 		$16.5M Sell
266,874
-3,462
-1% -$205K 2.2% 6
2021
Q1 		$14.5M Sell
270,336
-15,312
-5% -$910K 2.1% 8
2020
Q4 		$16.9M Buy
285,648
+4,980
+2% +$233K 2.66% 4
2020
Q3 		$11.4M Sell
280,668
-4,290
-2% -$178K 2.11% 10
2020
Q2 		$10.9M Buy
284,958
+3,414
+1% +$120K 2.15% 8
2020
Q1 		$7.69M Buy
281,544
+79,890
+40% +$2.79M 1.91% 12
2019
Q4 		$7.77M Buy
201,654
+6,636
+3% +$251K 1.51% 17
2019
Q3 		$6.63M Buy
195,018
+3,960
+2% +$140K 1.45% 20
2019
Q2 		$6.49M Buy
+191,058
New +$7.15M 1.49% 17
2019
Q1 		– Sell
-63,690
Closed -$2M – 209
2018
Q4 		$2M Sell
63,690
-56,226
-47% -$1.75M 0.55% 54
2018
Q3 		$4.5M Sell
119,916
-846
-0.7% -$30.8K 1.06% 28
2018
Q2 		$4.13M Sell
120,762
-1,920
-2% -$64K 1.09% 30
2018
Q1 		$3.71M Buy
122,682
+1,680
+1% +$46.7K 1.09% 31
2017
Q4 		$2.92M Buy
121,002
+13,464
+13% +$328K 0.78% 38
2017
Q3 		$2.58M Sell
107,538
-1,764
-2% -$40.2K 1.46% 23
2017
Q2 		$2.44M Sell
109,302
-78,138
-42% -$1.58M 0.72% 46
2017
Q1 		$3.52M Buy
187,440
+104,670
+126% +$2.34M 1.07% 35
2016
Q4 		$1.73M Buy
+82,770
New +$1.98M 0.56% 53

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

United Asset Strategies's PANW Position: Q2 2026 in Review

United Asset Strategies reduced its Palo Alto Networks (PANW) stake by 39% in Q2 2026, selling an estimated $9.46M and leaving 65,119 shares worth $22.2M. The position accounts for 1.57% of the portfolio, ranked #13.

United Asset Strategies first reported a position in PANW in Q4 2016 and has held it in 38 quarters since. 1,397 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • United Asset Strategies held 65,119 shares of Palo Alto Networks worth $22.2M as of Q2 2026.
  • United Asset Strategies sold 41,315 Palo Alto Networks shares in Q2 2026, an estimated $9.46M.
  • Palo Alto Networks made up 1.57% of United Asset Strategies's portfolio in Q2 2026, its #13 holding.
  • United Asset Strategies first reported a position in Palo Alto Networks in Q4 2016 and has held it in 38 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.