SEC 13F Intelligence

Sun Group Wealth Partners / PANW

Sun Group Wealth Partners’s Palo Alto Networks Inc Position

Does Sun Group Wealth Partners own Palo Alto Networks Inc (PANW)? Yes10.5K shares worth $2M (+1.33% of its 13F portfolio) as of Q1 2026, up from 10.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
10.5K
% of Portfolio
+1.33%
Quarters Held
2
currently held

Position History PANW

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.5K$2M+1.33%
Q4 202510.4K$2M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Group Wealth Partners’s full portfolio or all institutional holders of PANW.