Wealthcare Advisory Partners’s Palo Alto Networks PANW Stock Holding History

Wealthcare Advisory 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	$5.3M	Sell	15,532 -182	-1%	-$41.7K	0.1%	172
2026 Q1	$2.52M	Buy	15,714 +393	+3%	+$66K	0.05%	318
2025 Q4	$2.82M	Sell	15,321 -232	-1%	-$46.8K	0.06%	284
2025 Q3	$3.17M	Buy	15,553 +551	+4%	+$105K	0.07%	242
2025 Q2	$3.07M	Sell	15,002 -1,264	-8%	-$235K	0.07%	239
2025 Q1	$2.78M	Sell	16,266 -144	-0.9%	-$26.6K	0.07%	231
2024 Q4	$2.99M	Buy	16,410 +692	+4%	+$131K	0.08%	202
2024 Q3	$2.69M	Sell	15,718 -418	-3%	-$70.4K	0.08%	218
2024 Q2	$2.74M	Buy	16,136 +5,096	+46%	+$762K	0.09%	195
2024 Q1	$1.57M	Buy	11,040 +5,276	+92%	+$832K	0.05%	276
2023 Q4	$850K	Buy	5,764 +356	+7%	+$47.6K	0.03%	359
2023 Q3	$634K	Buy	5,408 +24	+0.4%	+$2.84K	0.03%	375
2023 Q2	$688K	Buy	5,384 +904	+20%	+$94.1K	0.03%	372
2023 Q1	$447K	Buy	4,480 +540	+14%	+$45.8K	0.02%	484
2022 Q4	$275K	Sell	3,940 -80	-2%	-$6.42K	0.01%	562
2022 Q3	$329K	Buy	4,020 +702	+21%	+$60.8K	0.02%	461
2022 Q2	$273K	Buy	3,318 +270	+9%	+$23.9K	0.02%	458
2022 Q1	$316K	Buy	3,048 +144	+5%	+$12.9K	0.02%	403
2021 Q4	$269K	Buy	+2,904	New	+$251K	0.02%	471
2021 Q3	–	Sell	-5,034	Closed	-$311K	–	573
2021 Q2	$311K	Buy	5,034 +126	+3%	+$7.46K	0.02%	418
2021 Q1	$263K	Buy	+4,908	New	+$292K	0.02%	424
2020 Q2	–	Sell	-1,146	Closed	-$31K	–	1050
2020 Q1	$31K	Buy	1,146 +24	+2%	+$838	﹤0.01%	612
2019 Q4	$43K	Buy	1,122 +480	+75%	+$18.2K	0.01%	581
2019 Q3	$22K	Buy	642 +42	+7%	+$1.49K	﹤0.01%	724
2019 Q2	$20K	Hold	600	–	–	﹤0.01%	723
2019 Q1	$24K	Hold	600	–	–	﹤0.01%	619
2018 Q4	$19K	Hold	600	–	–	﹤0.01%	641
2018 Q3	$23K	Hold	600	–	–	﹤0.01%	636
2018 Q2	$21K	Buy	+600	New	+$20K	﹤0.01%	661
2018 Q1	–	Sell	-24	Closed	-$1K	–	1203
2017 Q4	$1K	Buy	+24	New	+$584	﹤0.01%	1015

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealthcare Advisory Partners's PANW Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Palo Alto Networks (PANW) stake by 1.2% in Q2 2026, selling an estimated $41.7K and leaving 15,532 shares worth $5.3M. The position accounts for 0.1% of the portfolio, ranked #172.

Wealthcare Advisory Partners first reported a position in PANW in Q4 2017 and has held it in 30 quarters since. 824 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Wealthcare Advisory Partners held 15,532 shares of Palo Alto Networks worth $5.3M as of Q2 2026.
Wealthcare Advisory Partners sold 182 Palo Alto Networks shares in Q2 2026, an estimated $41.7K.
Palo Alto Networks made up 0.1% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #172 holding.
Wealthcare Advisory Partners first reported a position in Palo Alto Networks in Q4 2017 and has held it in 30 quarters since.
824 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.