VWA
PANW icon

Valued Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Valued Wealth 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
2026
Q2 		$20.8K Buy
61
+10
+20% +$2.29K 0.01% 196
2026
Q1 		$8.18K Buy
51
+36
+240% +$6.05K ﹤0.01% 323
2025
Q4 		$2.76K Sell
15
-1
-6% -$202 ﹤0.01% 373
2025
Q3 		$3.26K Buy
16
+2
+14% +$383 ﹤0.01% 339
2025
Q2 		$2.87K Sell
14
-38
-73% -$7.06K ﹤0.01% 345
2025
Q1 		$8.87K Sell
52
-90
-63% -$16.6K 0.01% 245
2024
Q4 		$25.8K Buy
142
+60
+73% +$11.3K 0.02% 133
2024
Q3 		$14K Buy
82
+52
+173% +$8.75K 0.01% 186
2024
Q2 		$5.09K Buy
30
+8
+36% +$1.2K ﹤0.01% 271
2024
Q1 		$3.13K Buy
22
+20
+1,000% +$3.15K ﹤0.01% 303
2023
Q4 		$235 Buy
+2
New +$267 ﹤0.01% 489

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Valued Wealth Advisors's PANW Position: Q2 2026 in Review

Valued Wealth Advisors increased its Palo Alto Networks (PANW) stake by 20% in Q2 2026, buying an estimated $2.29K and bringing the position to 61 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #196.

Valued Wealth Advisors first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.8K in Q4 2024. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Valued Wealth Advisors held 61 shares of Palo Alto Networks worth $20.8K as of Q2 2026.
  • Valued Wealth Advisors bought 10 Palo Alto Networks shares in Q2 2026, an estimated $2.29K.
  • Palo Alto Networks made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • Valued Wealth Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Palo Alto Networks position peaked at $25.8K in Q4 2024.
  • 935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.