PALO ALTO NETWORKS INC · CUSIP 697435105 · CIK 1599900
As of 2026-06-30, Sequoia Financial Advisors, LLC reported 108.16K PANW (shares), valued at $36.88M, or 0.18% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares decreased 42.63%; reported value increased 22.04%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.18% | 108,160 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 0.17% | 188,521 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 0.23% | 221,141 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 0.29% | 234,335 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 0.27% | 194,094 | SEC filing ↗Filed Jul 25, 2025Amended |
| Q1 2025 | 0.26% | 193,591 | SEC filing ↗Filed Apr 23, 2025Amended |
| Q4 2024 | 0.35% | 198,678 | SEC filing ↗Filed Aug 8, 2025Amended |
| Q3 2024 | 0.51% | 139,279 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 0.67% | 165,102 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 0.59% | 165,893 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 0.92% | 250,929 | SEC filing ↗Filed Jan 26, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.92% | 250,929 | $73.99M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 0.59% | 165,893 | $47.14M | Shares decreased 33.89%; reported value decreased 36.30%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 0.67% | 165,102 | $55.97M | Shares decreased 0.48%; reported value increased 18.75%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 0.51% | 139,279 | $47.61M | Shares decreased 15.64%; reported value decreased 14.95%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 0.35% | 198,678 | $36.15M | Shares increased 42.65%; reported value decreased 24.06%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q1 2025 | 0.26% | 193,591 | $33.03M | Shares decreased 2.56%; reported value decreased 8.62%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.27% | 194,094 | $39.72M | Shares increased 0.26%; reported value increased 20.24%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 0.29% | 234,335 | $47.72M | Shares increased 20.73%; reported value increased 20.13%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 0.23% | 221,141 | $40.73M | Shares decreased 5.63%; reported value decreased 14.63%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 0.17% | 188,521 | $30.22M | Shares decreased 14.75%; reported value decreased 25.80%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 0.18% | 108,160 | $36.88M | Shares decreased 42.63%; reported value increased 22.04%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.