VWA
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VSM Wealth Advisory’s Palo Alto Networks PANW Stock Holding History

VSM Wealth Advisory’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 		$47.7K Hold
140
– – 0.01% 224
2026
Q1 		$22.4K Buy
140
+60
+75% +$10.1K 0.01% 282
2025
Q4 		$14.7K Hold
80
– – ﹤0.01% 296
2025
Q3 		$16.3K Hold
80
– – 0.01% 293
2025
Q2 		$16.4K Sell
80
-12
-13% -$2.23K 0.01% 330
2025
Q1 		$15.7K Buy
92
+12
+15% +$2.22K 0.01% 299
2024
Q4 		$14.6K Buy
+80
New +$15.1K 0.01% 306

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Assenagon Asset Management
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
RG
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VSM Wealth Advisory's PANW Position: Q2 2026 in Review

VSM Wealth Advisory held its Palo Alto Networks (PANW) position steady in Q2 2026 at 140 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #224.

VSM Wealth Advisory first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 1,171 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • VSM Wealth Advisory held 140 shares of Palo Alto Networks worth $47.7K as of Q2 2026.
  • VSM Wealth Advisory left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #224 holding.
  • VSM Wealth Advisory first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.