1248 Management’s Palo Alto Networks PANW Stock Holding History

1248 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	$1.03M	Sell	3,023 -1,788	-37%	-$409K	0.4%	30
2026 Q1	$771K	Sell	4,811 -262	-5%	-$44K	0.36%	38
2025 Q4	$934K	Hold	5,073	–	–	0.5%	26
2025 Q3	$1.03M	Sell	5,073 -1,737	-26%	-$333K	0.58%	26
2025 Q2	$1.39M	Hold	6,810	–	–	0.51%	30
2025 Q1	$1.16M	Sell	6,810 -726	-10%	-$134K	0.5%	33
2024 Q4	$1.37M	Buy	+7,536	New	+$1.42M	0.59%	32

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

1248 Management's PANW Position: Q2 2026 in Review

1248 Management reduced its Palo Alto Networks (PANW) stake by 37% in Q2 2026, selling an estimated $409K and leaving 3,023 shares worth $1.03M. The position accounts for 0.4% of the portfolio, ranked #30.

1248 Management first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q2 2025. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

1248 Management held 3,023 shares of Palo Alto Networks worth $1.03M as of Q2 2026.
1248 Management sold 1,788 Palo Alto Networks shares in Q2 2026, an estimated $409K.
Palo Alto Networks made up 0.4% of 1248 Management's portfolio in Q2 2026, its #30 holding.
1248 Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
1248 Management's Palo Alto Networks position peaked at $1.39M in Q2 2025.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.