VFA
PANW icon

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

Valeo Financial Advisors’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
2024
Q2 		– Sell
-400
Closed -$58 – 712
2024
Q1 		$58 Buy
+400
New +$63.1K ﹤0.01% 659

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

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. 1,439 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.
  • 1,439 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.