Allen Investment Management’s Palo Alto Networks PANW Stock Holding History

Allen Investment 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	$55M	Sell	161,489 -17,907	-10%	-$4.1M	0.65%	33
2026 Q1	$28.8M	Sell	179,396 -5,405	-3%	-$908K	0.36%	51
2025 Q4	$34.1M	Buy	184,801 +599	+0.3%	+$121K	0.38%	47
2025 Q3	$37.5M	Hold	184,202	–	–	0.42%	47
2025 Q2	$37.7M	Sell	184,202 -12,516	-6%	-$2.32M	0.41%	43
2025 Q1	$33.6M	Sell	196,718 -3,829	-2%	-$708K	0.39%	41
2024 Q4	$36.5M	Sell	200,547 -7,151	-3%	-$1.35M	0.42%	38
2024 Q3	$35.5M	Sell	207,698 -4,780	-2%	-$805K	0.42%	33
2024 Q2	$36.1M	Sell	212,478 -98	-0%	-$14.7K	0.44%	31
2024 Q1	$30.2M	Hold	212,576	–	–	0.38%	36
2023 Q4	$31.4M	Sell	212,576 -23,000	-10%	-$3.08M	0.42%	35
2023 Q3	$27.6M	Buy	235,576 +52,942	+29%	+$6.26M	0.4%	33
2023 Q2	$23.3M	Sell	182,634 -8,544	-4%	-$889K	0.34%	35
2023 Q1	$19.1M	Buy	191,178 +160,338	+520%	+$13.6M	0.32%	42
2022 Q4	$2.15M	Hold	30,840	–	–	0.03%	94
2022 Q3	$2.53M	Hold	30,840	–	–	0.04%	96
2022 Q2	$2.54M	Hold	30,840	–	–	0.04%	95
2022 Q1	$3.2M	Hold	30,840	–	–	0.04%	95
2021 Q4	$2.86M	Hold	30,840	–	–	0.04%	103
2021 Q3	$2.46M	Hold	30,840	–	–	0.03%	89
2021 Q2	$1.91M	Hold	30,840	–	–	0.03%	96
2021 Q1	$1.66M	Hold	30,840	–	–	0.03%	100
2020 Q4	$1.83M	Hold	30,840	–	–	0.03%	92
2020 Q3	$1.26M	Hold	30,840	–	–	0.02%	94
2020 Q2	$1.18M	Hold	30,840	–	–	0.02%	97
2020 Q1	$843K	Hold	30,840	–	–	0.03%	100
2019 Q4	$1.19M	Buy	30,840 +138	+0.4%	+$5.22K	0.03%	97
2019 Q3	$1.04M	Hold	30,702	–	–	0.03%	106
2019 Q2	$1.04M	Sell	30,702 -58,128	-65%	-$2.17M	0.03%	108
2019 Q1	$3.6M	Buy	88,830 +540	+0.6%	+$20K	0.11%	76
2018 Q4	$2.77M	Hold	88,290	–	–	0.11%	68
2018 Q3	$3.31M	Hold	88,290	–	–	0.11%	70
2018 Q2	$3.02M	Hold	88,290	–	–	0.12%	66
2018 Q1	$2.67M	Buy	88,290 +58,014	+192%	+$1.61M	0.11%	67
2017 Q4	$731K	Hold	30,276	–	–	0.03%	111
2017 Q3	$727K	Hold	30,276	–	–	0.03%	126
2017 Q2	$675K	Hold	30,276	–	–	0.03%	134
2017 Q1	$569K	Sell	30,276 -94,608	-76%	-$2.12M	0.03%	135
2016 Q4	$2.6M	Hold	124,884	–	–	0.16%	61
2016 Q3	$3.32M	Sell	124,884 -7,998	-6%	-$182K	0.21%	51
2016 Q2	$2.72M	Hold	132,882	–	–	0.19%	56
2016 Q1	$3.61M	Hold	132,882	–	–	0.28%	44
2015 Q4	$3.9M	Sell	132,882 -4,878	-4%	-$141K	0.33%	47
2015 Q3	$3.95M	Sell	137,760 -1,578	-1%	-$46.6K	0.38%	43
2015 Q2	$4.06M	Sell	139,338 -60	-0%	-$1.6K	0.39%	42
2015 Q1	$3.39M	Sell	139,398 -23,634	-14%	-$529K	0.25%	63
2014 Q4	$3.33M	Sell	163,032 -12,300	-7%	-$227K	0.25%	60
2014 Q3	$2.87M	Buy	+175,332	New	+$2.52M	0.24%	60

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

Allen Investment Management's PANW Position: Q2 2026 in Review

Allen Investment Management reduced its Palo Alto Networks (PANW) stake by 10% in Q2 2026, selling an estimated $4.1M and leaving 161,489 shares worth $55M. The position accounts for 0.65% of the portfolio, ranked #33.

Allen Investment Management first reported a position in PANW in Q3 2014 and has held it in 48 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Allen Investment Management held 161,489 shares of Palo Alto Networks worth $55M as of Q2 2026.
Allen Investment Management sold 17,907 Palo Alto Networks shares in Q2 2026, an estimated $4.1M.
Palo Alto Networks made up 0.65% of Allen Investment Management's portfolio in Q2 2026, its #33 holding.
Allen Investment Management first reported a position in Palo Alto Networks in Q3 2014 and has held it in 48 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.