Wellspring Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Wellspring Financial Advisors’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	$1.24M	Buy	3,622 +31	+0.9%	+$7.1K	0.08%	90
2026 Q1	$576K	Sell	3,591 -1,271	-26%	-$214K	0.04%	150
2025 Q4	$931K	Buy	4,862 +4,026	+482%	+$812K	0.07%	91
2025 Q3	$201K	Buy	+836	New	+$160K	0.02%	160

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

Wellspring Financial Advisors's PANW Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Palo Alto Networks (PANW) stake by 0.86% in Q2 2026, buying an estimated $7.1K and bringing the position to 3,622 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #90.

Wellspring Financial Advisors first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. 1,256 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Wellspring Financial Advisors held 3,622 shares of Palo Alto Networks worth $1.24M as of Q2 2026.
Wellspring Financial Advisors bought 31 Palo Alto Networks shares in Q2 2026, an estimated $7.1K.
Palo Alto Networks made up 0.08% of Wellspring Financial Advisors's portfolio in Q2 2026, its #90 holding.
Wellspring Financial Advisors first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
1,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.