VisionPoint Advisory Group’s Palo Alto Networks PANW Stock Holding History

VisionPoint Advisory Group’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	$556K	Sell	1,631 -245	-13%	-$56.1K	0.09%	237
2026 Q1	$301K	Buy	+1,876	New	+$315K	0.06%	335
2024 Q3	–	Sell	-266	Closed	-$45.1K	–	615
2024 Q2	$45.1K	Hold	266	–	–	0.02%	280
2024 Q1	$37.8K	Hold	266	–	–	0.01%	305
2023 Q4	$39.2K	Buy	266 +26	+11%	+$3.48K	0.01%	276
2023 Q3	$28.1K	Hold	240	–	–	0.01%	317
2023 Q2	$30.7K	Buy	+240	New	+$25K	0.01%	248
2020 Q1	–	Sell	-7,200	Closed	-$278K	–	143
2019 Q4	$278K	Buy	+7,200	New	+$272K	0.12%	98

Other funds holding PANW

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

VisionPoint Advisory Group's PANW Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Palo Alto Networks (PANW) stake by 13% in Q2 2026, selling an estimated $56.1K and leaving 1,631 shares worth $556K. The position accounts for 0.09% of the portfolio, ranked #237.

VisionPoint Advisory Group first reported a position in PANW in Q4 2019 and has held it in 8 quarters since. 547 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

VisionPoint Advisory Group held 1,631 shares of Palo Alto Networks worth $556K as of Q2 2026.
VisionPoint Advisory Group sold 245 Palo Alto Networks shares in Q2 2026, an estimated $56.1K.
Palo Alto Networks made up 0.09% of VisionPoint Advisory Group's portfolio in Q2 2026, its #237 holding.
VisionPoint Advisory Group first reported a position in Palo Alto Networks in Q4 2019 and has held it in 8 quarters since.
547 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.