Adage Capital Partners’s Palo Alto Networks PANW Stock Holding History

Adage Capital Partners’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	$262M	Sell	768,300 -70,600	-8%	-$16.2M	0.37%	43
2026 Q1	$134M	Buy	838,900 +590,124	+237%	+$99.1M	0.21%	94
2025 Q4	$45.8M	Buy	248,776 +155,897	+168%	+$31.5M	0.07%	276
2025 Q3	$18.9M	Sell	92,879 -469,521	-83%	-$89.9M	0.03%	485
2025 Q2	$115M	Buy	562,400 +2,600	+0.5%	+$483K	0.19%	101
2025 Q1	$95.5M	Buy	559,800 +11,900	+2%	+$2.2M	0.18%	119
2024 Q4	$99.7M	Buy	547,900 +1,500	+0.3%	+$283K	0.17%	112
2024 Q3	$93.4M	Sell	546,400 -59,400	-10%	-$10M	0.16%	119
2024 Q2	$103M	Buy	605,800 +51,200	+9%	+$7.66M	0.19%	109
2024 Q1	$78.8M	Buy	554,600 +44,800	+9%	+$7.07M	0.15%	141
2023 Q4	$75.2M	Sell	509,800 -184,400	-27%	-$24.7M	0.16%	144
2023 Q3	$81.4M	Buy	694,200 +141,200	+26%	+$16.7M	0.18%	126
2023 Q2	$70.6M	Buy	+553,000	New	+$57.5M	0.15%	152
2019 Q1	–	Sell	-300,000	Closed	-$9.42M	–	725
2018 Q4	$9.42M	Buy	300,000 +90,000	+43%	+$2.81M	0.03%	520
2018 Q3	$7.88M	Buy	+210,000	New	+$7.65M	0.02%	580
2018 Q2	–	Sell	-360,000	Closed	-$10.9M	–	778
2018 Q1	$10.9M	Buy	+360,000	New	+$10M	0.03%	540
2017 Q2	–	Sell	-480,000	Closed	-$9.01M	–	737
2017 Q1	$9.01M	Buy	+480,000	New	+$10.7M	0.02%	551
2016 Q2	–	Sell	-210,000	Closed	-$5.71M	–	712
2016 Q1	$5.71M	Buy	+210,000	New	+$5.16M	0.02%	592

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 $3.38T AUM 44.17% 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

Adage Capital Partners's PANW Position: Q2 2026 in Review

Adage Capital Partners reduced its Palo Alto Networks (PANW) stake by 8.4% in Q2 2026, selling an estimated $16.2M and leaving 768,300 shares worth $262M. The position accounts for 0.37% of the portfolio, ranked #43.

Adage Capital Partners first reported a position in PANW in Q1 2016 and has held it in 18 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Adage Capital Partners held 768,300 shares of Palo Alto Networks worth $262M as of Q2 2026.
Adage Capital Partners sold 70,600 Palo Alto Networks shares in Q2 2026, an estimated $16.2M.
Palo Alto Networks made up 0.37% of Adage Capital Partners's portfolio in Q2 2026, its #43 holding.
Adage Capital Partners first reported a position in Palo Alto Networks in Q1 2016 and has held it in 18 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.