Wealth Enhancement Advisory Services
PANW icon

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
2025
Q4 		– Sell
-6,538
Closed -$331K – 3762
2025
Q3 		$331K Sell
6,538
-19,062
-74% -$3.65M ﹤0.01% 2698
2025
Q2 		$1.12M Sell
25,600
-600
-2% -$111K ﹤0.01% 1679
2025
Q1 		$803K Sell
26,200
-5,600
-18% -$1.04M ﹤0.01% 1726
2024
Q4 		$1.36M Buy
31,800
+3,000
+10% +$567K ﹤0.01% 1380
2024
Q3 		$1.05M Buy
28,800
+28,400
+7,100% +$4.78M ﹤0.01% 1366
2024
Q2 		$6.07K Hold
400
– – ﹤0.01% 2537
2024
Q1 		$3.48K Sell
400
-29,600
-99% -$4.67M ﹤0.01% 2443
2023
Q4 		$972K Buy
30,000
+3,800
+15% +$508K ﹤0.01% 1189
2023
Q3 		$414K Buy
+26,200
New +$3.1M ﹤0.01% 1542

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

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. 1,173 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.
  • 1,173 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.