Fund Advisors of America Inc/FL PANW — PALO ALTO NETWORKS INC

Ownership history in Fund Advisors of America Inc/FL  ·  2 quarters on record

AI Ownership Summary

Fund Advisors of America Inc/FL reported PALO ALTO NETWORKS INC (PANW) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows PANW at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PANW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fund Advisors of America Inc/FL's position in PALO ALTO NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PANW was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fund Advisors of America Inc/FL held PANW — position size vs. price
% of Fund (quarterly)    PANW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 49.4% +15.0% ❌ 1,597 -1,559 -49.4% 0.49% $545K 2026-08-11 $383.80
2026 Q1 INITIATED — — — 3,156 — — 0.51% $506K 2026-05-13 $227.79

FAQ About Fund Advisors of America Inc/FL and PANW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fund Advisors of America Inc/FL reported owning PANW?

Fund Advisors of America Inc/FL reported PANW across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported PANW position in Fund Advisors of America Inc/FL's portfolio?

The largest reported portfolio weight for PANW was 0.51% in 2026 Q1.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2026 Q2, when Fund Advisors of America Inc/FL reported 1,597 shares, equal to 0.49% of portfolio, with an estimated market value of $545K.

What does the chart on this PANW ownership page compare?

The chart compares Fund Advisors of America Inc/FL's quarterly PANW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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