Wealth Enhancement Advisory Services’s Palo Alto Networks PANW Stock Holding History

Wealth Enhancement Advisory Services’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	$75.3M	Sell	339,398 -30,975	-8%	-$7.09M	0.13%	140
2026 Q1	$37.4M	Sell	370,373 -90,177	-20%	-$15.1M	0.08%	249
2025 Q4	$85.9M	Sell	460,550 -13,264	-3%	-$2.68M	0.12%	163
2025 Q3	$99.9M	Buy	473,814 +7,318	+2%	+$1.4M	0.15%	128
2025 Q2	$94.1M	Buy	466,496 +9,646	+2%	+$1.79M	0.16%	125
2025 Q1	$78M	Sell	456,850 -75,583	-14%	-$14M	0.15%	136
2024 Q4	$96.9M	Buy	532,433 +99,777	+23%	+$18.8M	0.19%	111
2024 Q3	$73.9M	Buy	432,656 +9,674	+2%	+$1.63M	0.16%	128
2024 Q2	$71.7M	Buy	422,982 +32,686	+8%	+$4.89M	0.17%	122
2024 Q1	$55.4M	Sell	390,296 -18,938	-5%	-$2.99M	0.14%	146
2023 Q4	$60.3M	Buy	409,234 +49,456	+14%	+$6.61M	0.18%	128
2023 Q3	$42.2M	Buy	+359,778	New	+$42.6M	0.14%	150
2022 Q3	–	Sell	-47,802	Closed	-$4.18M	–	371
2022 Q2	$4.18M	Buy	+47,802	New	+$4.24M	0.06%	146

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

HCMG

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

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Wealth Enhancement Advisory Services's PANW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Palo Alto Networks (PANW) stake by 8.4% in Q2 2026, selling an estimated $7.09M and leaving 339,398 shares worth $75.3M. The position accounts for 0.13% of the portfolio, ranked #140.

Wealth Enhancement Advisory Services first reported a position in PANW in Q2 2022 and has held it in 13 quarters since. The position peaked at $99.9M in Q3 2025. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Wealth Enhancement Advisory Services held 339,398 shares of Palo Alto Networks worth $75.3M as of Q2 2026.
Wealth Enhancement Advisory Services sold 30,975 Palo Alto Networks shares in Q2 2026, an estimated $7.09M.
Palo Alto Networks made up 0.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #140 holding.
Wealth Enhancement Advisory Services first reported a position in Palo Alto Networks in Q2 2022 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Palo Alto Networks position peaked at $99.9M in Q3 2025.
498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.