Venturi Wealth Management’s Palo Alto Networks PANW Stock Holding History

Venturi Wealth Management’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	$11.2M	Buy	32,855 +1,978	+6%	+$453K	0.43%	51
2026 Q1	$4.95M	Buy	30,877 +10,097	+49%	+$1.7M	0.22%	68
2025 Q4	$3.83M	Buy	20,780 +710	+4%	+$143K	0.17%	72
2025 Q3	$4.09M	Buy	20,070 +3,147	+19%	+$602K	0.19%	69
2025 Q2	$3.46M	Buy	16,923 +1,327	+9%	+$246K	0.17%	82
2025 Q1	$2.66M	Buy	15,596 +1,372	+10%	+$254K	0.14%	87
2024 Q4	$2.59M	Buy	14,224 +1,210	+9%	+$229K	0.13%	98
2024 Q3	$2.22M	Buy	13,014 +982	+8%	+$165K	0.12%	106
2024 Q2	$2.04M	Buy	12,032 +2,802	+30%	+$419K	0.12%	103
2024 Q1	$1.31M	Sell	9,230 -6,326	-41%	-$998K	0.08%	149
2023 Q4	$2.29M	Buy	15,556 +4,710	+43%	+$630K	0.16%	82
2023 Q3	$1.27M	Buy	10,846 +4,882	+82%	+$578K	0.1%	124
2023 Q2	$762K	Buy	5,964 +2,034	+52%	+$212K	0.06%	189
2023 Q1	$392K	Buy	+3,930	New	+$333K	0.03%	248

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Venturi Wealth Management's PANW Position: Q2 2026 in Review

Venturi Wealth Management increased its Palo Alto Networks (PANW) stake by 6.4% in Q2 2026, buying an estimated $453K and bringing the position to 32,855 shares worth $11.2M. The position accounts for 0.43% of the portfolio, ranked #51.

Venturi Wealth Management first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 1,217 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Venturi Wealth Management held 32,855 shares of Palo Alto Networks worth $11.2M as of Q2 2026.
Venturi Wealth Management bought 1,978 Palo Alto Networks shares in Q2 2026, an estimated $453K.
Palo Alto Networks made up 0.43% of Venturi Wealth Management's portfolio in Q2 2026, its #51 holding.
Venturi Wealth Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
1,217 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.