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

Wealth Management Partners’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	$3.43M	Buy	10,061 +97	+1%	+$22.2K	0.81%	34
2026 Q1	$1.6M	Buy	9,964 +258	+3%	+$43.3K	0.46%	50
2025 Q4	$1.79M	Buy	9,706 +363	+4%	+$73.2K	0.51%	43
2025 Q3	$1.9M	Buy	9,343 +92	+1%	+$17.6K	0.6%	35
2025 Q2	$1.86M	Buy	9,251 +219	+2%	+$40.7K	0.66%	34
2025 Q1	$1.54M	Buy	9,032 +301	+3%	+$55.7K	0.71%	32
2024 Q4	$1.59M	Buy	8,731 +457	+6%	+$86.3K	0.69%	32
2024 Q3	$1.41M	Buy	8,274 +212	+3%	+$35.7K	0.66%	33
2024 Q2	$1.37M	Buy	8,062 +3,978	+97%	+$595K	0.66%	33
2024 Q1	$580K	Buy	4,084 +2,028	+99%	+$320K	0.29%	65
2023 Q4	$303K	Hold	2,056	–	–	0.17%	92
2023 Q3	$241K	Hold	2,056	–	–	0.15%	98
2023 Q2	$263K	Hold	2,056	–	–	0.17%	98
2023 Q1	$205K	Buy	+2,056	New	+$174K	0.14%	108

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Wealth Management Partners increased its Palo Alto Networks (PANW) stake by 0.97% in Q2 2026, buying an estimated $22.2K and bringing the position to 10,061 shares worth $3.43M. The position accounts for 0.81% of the portfolio, ranked #34.

Wealth Management Partners first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Wealth Management Partners held 10,061 shares of Palo Alto Networks worth $3.43M as of Q2 2026.
Wealth Management Partners bought 97 Palo Alto Networks shares in Q2 2026, an estimated $22.2K.
Palo Alto Networks made up 0.81% of Wealth Management Partners's portfolio in Q2 2026, its #34 holding.
Wealth Management Partners first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.