WealthPlan Investment Management’s Palo Alto Networks PANW Stock Holding History

WealthPlan Investment Management’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	$3.18M	Buy	9,315 +2,974	+47%	+$681K	0.16%	120
2026 Q1	$1.02M	Buy	6,341 +2,793	+79%	+$469K	0.06%	215
2025 Q4	$654K	Buy	+3,548	New	+$716K	0.04%	228
2024 Q4	–	Sell	-1,374	Closed	-$235K	–	273
2024 Q3	$235K	Buy	+1,374	New	+$231K	0.02%	230
2023 Q3	–	Sell	-120	Closed	-$15.3K	–	287
2023 Q2	$15.3K	Hold	120	–	–	﹤0.01%	260
2023 Q1	$12K	Buy	+120	New	+$10.2K	﹤0.01%	317

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 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

WealthPlan Investment Management's PANW Position: Q2 2026 in Review

WealthPlan Investment Management increased its Palo Alto Networks (PANW) stake by 47% in Q2 2026, buying an estimated $681K and bringing the position to 9,315 shares worth $3.18M. The position accounts for 0.16% of the portfolio, ranked #120.

WealthPlan Investment Management first reported a position in PANW in Q1 2023 and has held it in 6 quarters since. 1,118 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

WealthPlan Investment Management held 9,315 shares of Palo Alto Networks worth $3.18M as of Q2 2026.
WealthPlan Investment Management bought 2,974 Palo Alto Networks shares in Q2 2026, an estimated $681K.
Palo Alto Networks made up 0.16% of WealthPlan Investment Management's portfolio in Q2 2026, its #120 holding.
WealthPlan Investment Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 6 quarters since.
1,118 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.