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 Q3	$480K	Sell	1,208 -423	-26%	-$151K	0.08%	255
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

VisionPoint Advisory Group's PANW Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Palo Alto Networks (PANW) stake by 26% in Q3 2026, selling an estimated $151K and leaving 1,208 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #255.

VisionPoint Advisory Group first reported a position in PANW in Q4 2019 and has held it in 9 quarters since. The position peaked at $556K in Q2 2026. 951 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

VisionPoint Advisory Group held 1,208 shares of Palo Alto Networks worth $480K as of Q3 2026.
VisionPoint Advisory Group sold 423 Palo Alto Networks shares in Q3 2026, an estimated $151K.
Palo Alto Networks made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #255 holding.
VisionPoint Advisory Group first reported a position in Palo Alto Networks in Q4 2019 and has held it in 9 quarters since.
VisionPoint Advisory Group's Palo Alto Networks position peaked at $556K in Q2 2026.
951 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.