Valicenti Advisory Services’s Palo Alto Networks PANW Stock Holding History

Valicenti Advisory Services’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 Q3	$10.3M	Sell	25,815 -1,453	-5%	-$517K	1.93%	17
2026 Q2	$9.3M	Sell	27,268 -25	-0.1%	-$5.72K	1.75%	18
2026 Q1	$4.38M	Buy	27,293 +7,191	+36%	+$1.21M	0.95%	30
2025 Q4	$3.7M	Buy	20,102 +219	+1%	+$44.2K	0.77%	33
2025 Q3	$4.05M	Buy	19,883 +440	+2%	+$84.2K	0.87%	33
2025 Q2	$3.98M	Buy	19,443 +200	+1%	+$37.1K	0.93%	32
2025 Q1	$3.28M	Buy	19,243 +2,519	+15%	+$466K	0.84%	38
2024 Q4	$3.04M	Sell	16,724 -6	-0%	-$1.13K	0.76%	38
2024 Q3	$2.86M	Buy	16,730 +2	+0%	+$337	0.73%	36
2024 Q2	$2.84M	Buy	+16,728	New	+$2.5M	0.76%	34
2020 Q1	–	Sell	-136,092	Closed	-$5.24M	–	67
2019 Q4	$5.24M	Buy	136,092 +1,110	+0.8%	+$42K	2.2%	15
2019 Q3	$4.59M	Buy	134,982 +4,950	+4%	+$175K	2.18%	16
2019 Q2	$4.42M	Buy	130,032 +390	+0.3%	+$14.6K	2.15%	17
2019 Q1	$5.25M	Sell	129,642 -33,438	-21%	-$1.24M	2.51%	12
2018 Q4	$5.12M	Buy	163,080 +90,540	+125%	+$2.82M	2.56%	13
2018 Q3	$2.72M	Sell	72,540 -33,990	-32%	-$1.24M	1.18%	38
2018 Q2	$3.65M	Hold	106,530	–	–	1.68%	23
2018 Q1	$3.22M	Buy	106,530 +42,210	+66%	+$1.17M	1.52%	28
2017 Q4	$1.55M	Buy	+64,320	New	+$1.56M	0.77%	40

Other funds holding PANW

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Valicenti Advisory Services's PANW Position: Q3 2026 in Review

Valicenti Advisory Services reduced its Palo Alto Networks (PANW) stake by 5.3% in Q3 2026, selling an estimated $517K and leaving 25,815 shares worth $10.3M. The position accounts for 1.93% of the portfolio, ranked #17.

Valicenti Advisory Services first reported a position in PANW in Q4 2017 and has held it in 19 quarters since. 1,349 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Valicenti Advisory Services held 25,815 shares of Palo Alto Networks worth $10.3M as of Q3 2026.
Valicenti Advisory Services sold 1,453 Palo Alto Networks shares in Q3 2026, an estimated $517K.
Palo Alto Networks made up 1.93% of Valicenti Advisory Services's portfolio in Q3 2026, its #17 holding.
Valicenti Advisory Services first reported a position in Palo Alto Networks in Q4 2017 and has held it in 19 quarters since.
1,349 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Valicenti Advisory Services's 13F filing for Q3 2026, filed 23 Oct 2026.