WAM
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Worth Asset Management’s Palo Alto Networks PANW Stock Holding History

Worth Asset 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 		$2.3M Buy
+6,759
New +$1.55M 0.74% 23
2023
Q3 		– Sell
-424
Closed -$54.2K – 313
2023
Q2 		$54.2K Sell
424
-446
-51% -$46.4K 0.04% 185
2023
Q1 		$86.9K Buy
870
+78
+10% +$6.61K 0.07% 141
2022
Q4 		$55.3K Buy
792
+648
+450% +$52K 0.04% 172
2022
Q3 		$12K Sell
144
-144
-50% -$12.5K 0.01% 262
2022
Q2 		$24K Sell
288
-42
-13% -$3.72K 0.02% 274
2022
Q1 		$26K Buy
+330
New +$29.5K 0.02% 277

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
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return