WMWM
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Whitaker-Myers Wealth Managers’s Palo Alto Networks PANW Stock Holding History

Whitaker-Myers Wealth Managers’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 		– Sell
-13,148
Closed -$2.11M – 119
2026
Q1 		$2.11M Buy
13,148
+4,700
+56% +$790K 0.42% 38
2025
Q4 		$1.56M Buy
8,448
+3,815
+82% +$770K 0.32% 52
2025
Q3 		$943K Buy
4,633
+1,416
+44% +$271K 0.21% 57
2025
Q2 		$658K Buy
3,217
+462
+17% +$85.8K 0.17% 63
2025
Q1 		$470K Buy
2,755
+406
+17% +$75.1K 0.13% 67
2024
Q4 		$427K Buy
2,349
+463
+25% +$87.5K 0.12% 68
2024
Q3 		$322K Buy
+1,886
New +$317K 0.11% 80

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return