VAS
PANW icon

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
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 		$2.83M Buy
+16,728
New +$2.5M 0.76% 34
2020
Q1 		– Sell
-136,092
Closed -$5.25M – 67
2019
Q4 		$5.25M 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Valicenti Advisory Services's PANW Position: Q2 2026 in Review

Valicenti Advisory Services reduced its Palo Alto Networks (PANW) stake by 0.09% in Q2 2026, selling an estimated $5.72K and leaving 27,268 shares worth $9.3M. The position accounts for 1.75% of the portfolio, ranked #18.

Valicenti Advisory Services first reported a position in PANW in Q4 2017 and has held it in 18 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Valicenti Advisory Services held 27,268 shares of Palo Alto Networks worth $9.3M as of Q2 2026.
  • Valicenti Advisory Services sold 25 Palo Alto Networks shares in Q2 2026, an estimated $5.72K.
  • Palo Alto Networks made up 1.75% of Valicenti Advisory Services's portfolio in Q2 2026, its #18 holding.
  • Valicenti Advisory Services first reported a position in Palo Alto Networks in Q4 2017 and has held it in 18 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.