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Alta Capital Management’s Palo Alto Networks PANW Stock Holding History

Alta Capital 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 		$40.1M Buy
117,695
+35,351
+43% +$8.09M 2.99% 9
2026
Q1 		$13.2M Buy
+82,344
New +$13.8M 1.02% 26

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 $3.37T AUM 44.26% 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

Alta Capital Management's PANW Position: Q2 2026 in Review

Alta Capital Management increased its Palo Alto Networks (PANW) stake by 43% in Q2 2026, buying an estimated $8.09M and bringing the position to 117,695 shares worth $40.1M. The position accounts for 2.99% of the portfolio, ranked #9.

Alta Capital Management first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Alta Capital Management held 117,695 shares of Palo Alto Networks worth $40.1M as of Q2 2026.
  • Alta Capital Management bought 35,351 Palo Alto Networks shares in Q2 2026, an estimated $8.09M.
  • Palo Alto Networks made up 2.99% of Alta Capital Management's portfolio in Q2 2026, its #9 holding.
  • Alta Capital Management first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Alta Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.