Valmark Advisers’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
$600K Sell
1,759
-7
-0.4% -$1.6K 0.01% 470
2026
Q1
$283K Sell
1,766
-581
-25% -$97.6K ﹤0.01% 593
2025
Q4
$432K Buy
2,347
+1,020
+77% +$206K 0.01% 470
2025
Q3
$270K Buy
+1,327
New +$254K ﹤0.01% 579
2025
Q1
– Sell
-1,117
Closed -$203K – 616
2024
Q4
$203K Buy
+1,117
New +$211K ﹤0.01% 586

Other funds holding PANW

Valmark Advisers's PANW Position: Q2 2026 in Review

Valmark Advisers reduced its Palo Alto Networks (PANW) stake by 0.4% in Q2 2026, selling an estimated $1.6K and leaving 1,759 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #470.

Valmark Advisers first reported a position in PANW in Q4 2024 and has held it in 5 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Valmark Advisers held 1,759 shares of Palo Alto Networks worth $600K as of Q2 2026.
  • Valmark Advisers sold 7 Palo Alto Networks shares in Q2 2026, an estimated $1.6K.
  • Palo Alto Networks made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #470 holding.
  • Valmark Advisers first reported a position in Palo Alto Networks in Q4 2024 and has held it in 5 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.