Valeo 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 | $7.87M | Sell |
23,089
-2,766
| -11% | -$633K | 0.17% | 64 |
|
|
2026
Q1 | $4.14M | Sell |
25,855
-2,655
| -9% | -$446K | 0.1% | 98 |
|
|
2025
Q4 | $5.25M | Sell |
28,510
-1,300
| -4% | -$262K | 0.12% | 91 |
|
|
2025
Q3 | $6.07M | Buy |
29,810
+413
| +1% | +$79.1K | 0.14% | 79 |
|
|
2025
Q2 | $6.03M | Sell |
29,397
-3,370
| -10% | -$626K | 0.15% | 76 |
|
|
2025
Q1 | $5.59M | Buy |
32,767
+3,357
| +11% | +$621K | 0.16% | 69 |
|
|
2024
Q4 | $5.35M | Sell |
29,410
-428
| -1% | -$80.9K | 0.15% | 71 |
|
|
2024
Q3 | $5.1M | Buy |
29,838
+1,760
| +6% | +$296K | 0.15% | 73 |
|
|
2024
Q2 | $4.76M | Buy |
28,078
+2,498
| +10% | +$374K | 0.15% | 71 |
|
|
2024
Q1 | $3.76M | Buy |
25,580
+13,338
| +109% | +$2.1M | 0.13% | 81 |
|
|
2023
Q4 | $1.8M | Sell |
12,242
-442
| -3% | -$59.1K | 0.07% | 144 |
|
|
2023
Q3 | $1.49M | Buy |
12,684
+2,750
| +28% | +$325K | 0.07% | 154 |
|
|
2023
Q2 | $1.27M | Sell |
9,934
-928
| -9% | -$96.6K | 0.06% | 174 |
|
|
2023
Q1 | $1.08M | Buy |
10,862
+1,710
| +19% | +$145K | 0.05% | 200 |
|
|
2022
Q4 | $638K | Sell |
9,152
-1,592
| -15% | -$128K | 0.04% | 243 |
|
|
2022
Q3 | $880K | Buy |
10,744
+2,374
| +28% | +$206K | 0.06% | 184 |
|
|
2022
Q2 | $689K | Buy |
8,370
+954
| +13% | +$84.6K | 0.04% | 206 |
|
|
2022
Q1 | $769K | Buy |
7,416
+1,950
| +36% | +$175K | 0.04% | 241 |
|
|
2021
Q4 | $507K | Sell |
5,466
-1,170
| -18% | -$101K | 0.03% | 300 |
|
|
2021
Q3 | $530K | Sell |
6,636
-48
| -0.7% | -$3.37K | 0.03% | 284 |
|
|
2021
Q2 | $413K | Sell |
6,684
-23,934
| -78% | -$1.42M | 0.03% | 298 |
|
|
2021
Q1 | $1.64M | Buy |
30,618
+1,098
| +4% | +$65.3K | 0.08% | 137 |
|
|
2020
Q4 | $1.75M | Buy |
29,520
+23,412
| +383% | +$1.09M | 0.09% | 113 |
|
|
2020
Q3 | $249K | Buy |
6,108
+1,116
| +22% | +$46.4K | 0.02% | 284 |
|
|
2020
Q2 | $191K | Buy |
4,992
+30
| +0.6% | +$1.06K | 0.02% | 331 |
|
|
2020
Q1 | $147K | Buy |
4,962
+750
| +18% | +$26.2K | 0.02% | 348 |
|
|
2019
Q4 | $162K | Buy |
4,212
+900
| +27% | +$34K | 0.02% | 357 |
|
|
2019
Q3 | $113K | Buy |
3,312
+2,412
| +268% | +$85.4K | 0.01% | 408 |
|
|
2019
Q2 | $31K | Buy |
900
+90
| +11% | +$3.37K | ﹤0.01% | 731 |
|
|
2019
Q1 | $33K | Hold |
810
| – | – | ﹤0.01% | 655 |
|
|
2018
Q4 | $25K | Sell |
810
-198
| -20% | -$6.17K | ﹤0.01% | 647 |
|
|
2018
Q3 | $31K | Buy |
1,008
+174
| +21% | +$6.33K | ﹤0.01% | 654 |
|
|
2018
Q2 | $29K | Sell |
834
-750
| -47% | -$25K | ﹤0.01% | 667 |
|
|
2018
Q1 | $48K | Hold |
1,584
| – | – | 0.01% | 498 |
|
|
2017
Q4 | $38K | Buy |
1,584
+84
| +6% | +$2.04K | 0.01% | 526 |
|
|
2017
Q3 | $36K | Buy |
+1,500
| New | +$34.2K | 0.01% | 462 |
|
Other funds holding PANW
Valeo Financial Advisors's PANW Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $633K and leaving 23,089 shares worth $7.87M. The position accounts for 0.17% of the portfolio, ranked #64.
Valeo Financial Advisors first reported a position in PANW in Q3 2017 and has held it in 36 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Valeo Financial Advisors held 23,089 shares of Palo Alto Networks worth $7.87M as of Q2 2026.
- Valeo Financial Advisors sold 2,766 Palo Alto Networks shares in Q2 2026, an estimated $633K.
- Palo Alto Networks made up 0.17% of Valeo Financial Advisors's portfolio in Q2 2026, its #64 holding.
- Valeo Financial Advisors first reported a position in Palo Alto Networks in Q3 2017 and has held it in 36 quarters since.
- 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.