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

Vivid 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	–	Sell	-1,286	Closed	-$206K	–	75
2026 Q1	$206K	Sell	1,286 -13,483	-91%	-$2.27M	0.08%	65
2025 Q4	$2.72M	Buy	14,769 +601	+4%	+$121K	1.06%	39
2025 Q3	$2.88M	Sell	14,168 -142	-1%	-$27.2K	1.15%	24
2025 Q2	$2.93M	Sell	14,310 -382	-3%	-$70.9K	1.29%	25
2025 Q1	$2.51M	Buy	14,692 +860	+6%	+$159K	1.25%	26
2024 Q4	$2.52M	Buy	13,832 +104	+0.8%	+$19.6K	1.27%	27
2024 Q3	$2.35M	Buy	13,728 +1,064	+8%	+$179K	1.23%	30
2024 Q2	$2.15M	Buy	+12,664	New	+$1.89M	1.2%	25

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

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

Vivid Wealth Management sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 1,286 shares — an estimated $206K sold.

Vivid Wealth Management first reported a position in PANW in Q2 2024 and held it in 8 quarters. The position peaked at $2.93M in Q2 2025. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Vivid Wealth Management reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
Vivid Wealth Management sold 1,286 Palo Alto Networks shares in Q2 2026, an estimated $206K.
Vivid Wealth Management first reported a position in Palo Alto Networks in Q2 2024 and held it in 8 quarters.
Vivid Wealth Management's Palo Alto Networks position peaked at $2.93M in Q2 2025.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.