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Alan B. Lancz & Associates’s Palo Alto Networks PANW Stock Holding History

Alan B. Lancz & Associates’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 		$529K Hold
1,550
– – 0.46% 56
2026
Q1 		$248K Buy
+1,550
New +$260K 0.24% 113
2025
Q4 		– Sell
-1,050
Closed -$214K – 137
2025
Q3 		$214K Buy
+1,050
New +$201K 0.19% 124

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Alan B. Lancz & Associates's PANW Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,550 shares worth $529K. The position accounts for 0.46% of the portfolio, ranked #56.

Alan B. Lancz & Associates first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Alan B. Lancz & Associates held 1,550 shares of Palo Alto Networks worth $529K as of Q2 2026.
  • Alan B. Lancz & Associates left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.46% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #56 holding.
  • Alan B. Lancz & Associates first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.