Values Added Financial
PANW icon

Values Added Financial’s Palo Alto Networks PANW Stock Holding History

Values Added Financial’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 		$265K Sell
666
-10
-1% -$3.56K 0.09% 116
2026
Q2 		$231K Buy
+676
New +$155K 0.08% 133

Other funds holding PANW

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Values Added Financial's PANW Position: Q3 2026 in Review

Values Added Financial reduced its Palo Alto Networks (PANW) stake by 1.5% in Q3 2026, selling an estimated $3.56K and leaving 666 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #116.

Values Added Financial first reported a position in PANW in Q2 2026 and has held it in 2 quarters since. 1,291 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Values Added Financial held 666 shares of Palo Alto Networks worth $265K as of Q3 2026.
  • Values Added Financial sold 10 Palo Alto Networks shares in Q3 2026, an estimated $3.56K.
  • Palo Alto Networks made up 0.09% of Values Added Financial's portfolio in Q3 2026, its #116 holding.
  • Values Added Financial first reported a position in Palo Alto Networks in Q2 2026 and has held it in 2 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.