Arthur M. Cohen & Associates’s Palo Alto Networks PANW Stock Holding History

Arthur M. Cohen & 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	$5.23M	Sell	15,343 -502	-3%	-$115K	0.82%	24
2026 Q1	$2.55M	Buy	15,845 +806	+5%	+$135K	0.45%	41
2025 Q4	$2.77M	Buy	15,039 +1,897	+14%	+$383K	0.45%	35
2025 Q3	$2.68M	Buy	13,142 +210	+2%	+$40.2K	0.45%	37
2025 Q2	$2.65M	Buy	12,932 +295	+2%	+$54.8K	0.47%	35
2025 Q1	$2.16M	Buy	12,637 +105	+0.8%	+$19.4K	0.41%	37
2024 Q4	$2.28M	Buy	12,532 +420	+3%	+$79.3K	0.4%	37
2024 Q3	$1.99M	Buy	12,112 +2,308	+24%	+$388K	0.36%	40
2024 Q2	$1.66M	Buy	9,804 +1,570	+19%	+$235K	0.3%	42
2024 Q1	$1.17M	Buy	8,234 +2,700	+49%	+$426K	0.25%	53
2023 Q4	$816K	Buy	5,534 +960	+21%	+$128K	0.19%	67
2023 Q3	$536K	Hold	4,574	–	–	0.14%	78
2023 Q2	$584K	Buy	4,574 +860	+23%	+$89.5K	0.15%	77
2023 Q1	$371K	Hold	3,714	–	–	0.1%	91
2022 Q4	$259K	Hold	3,714	–	–	0.07%	108
2022 Q3	$304K	Hold	3,714	–	–	0.08%	98
2022 Q2	$306K	Hold	3,714	–	–	0.08%	106
2022 Q1	$385K	Buy	+3,714	New	+$332K	0.08%	100

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

Arthur M. Cohen & Associates's PANW Position: Q2 2026 in Review

Arthur M. Cohen & Associates reduced its Palo Alto Networks (PANW) stake by 3.2% in Q2 2026, selling an estimated $115K and leaving 15,343 shares worth $5.23M. The position accounts for 0.82% of the portfolio, ranked #24.

Arthur M. Cohen & Associates first reported a position in PANW in Q1 2022 and has held it in 18 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Arthur M. Cohen & Associates held 15,343 shares of Palo Alto Networks worth $5.23M as of Q2 2026.
Arthur M. Cohen & Associates sold 502 Palo Alto Networks shares in Q2 2026, an estimated $115K.
Palo Alto Networks made up 0.82% of Arthur M. Cohen & Associates's portfolio in Q2 2026, its #24 holding.
Arthur M. Cohen & Associates first reported a position in Palo Alto Networks in Q1 2022 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 Arthur M. Cohen & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.