Valley Wealth Managers’s Palo Alto Networks PANW Stock Holding History

Valley Wealth Managers’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	$1.66M	Sell	4,187 -601	-13%	-$214K	0.09%	124
2026 Q2	$1.63M	Buy	4,788 +845	+21%	+$193K	0.09%	128
2026 Q1	$632K	Sell	3,943 -58	-1%	-$9.7K	0.04%	154
2025 Q4	$737K	Buy	4,001 +109	+3%	+$22K	0.05%	144
2025 Q3	$792K	Buy	3,892 +541	+16%	+$104K	0.05%	134
2025 Q2	$686K	Sell	3,351 -941	-22%	-$175K	0.05%	141
2025 Q1	$732K	Buy	4,292 +80	+2%	+$14.8K	0.06%	136
2024 Q4	$766K	Buy	4,212 +344	+9%	+$65K	0.06%	137
2024 Q3	$661K	Buy	+3,868	New	+$651K	0.05%	143

Other funds holding PANW

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valley Wealth Managers's PANW Position: Q3 2026 in Review

Valley Wealth Managers reduced its Palo Alto Networks (PANW) stake by 13% in Q3 2026, selling an estimated $214K and leaving 4,187 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #124.

Valley Wealth Managers first reported a position in PANW in Q3 2024 and has held it in 9 quarters since. 792 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Valley Wealth Managers held 4,187 shares of Palo Alto Networks worth $1.66M as of Q3 2026.
Valley Wealth Managers sold 601 Palo Alto Networks shares in Q3 2026, an estimated $214K.
Palo Alto Networks made up 0.09% of Valley Wealth Managers's portfolio in Q3 2026, its #124 holding.
Valley Wealth Managers first reported a position in Palo Alto Networks in Q3 2024 and has held it in 9 quarters since.
792 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.