AC
PANW icon

Asio Capital’s Palo Alto Networks PANW Stock Holding History

Asio Capital’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 		$20.9M Sell
61,314
-4,248
-6% -$972K 2.68% 5
2026
Q1 		$10.5M Buy
65,562
+7,635
+13% +$1.28M 1.48% 15
2025
Q4 		$10.7M Buy
57,927
+1,646
+3% +$332K 1.51% 15
2025
Q3 		$11.5M Buy
56,281
+3,789
+7% +$725K 1.72% 15
2025
Q2 		$10.7M Buy
52,492
+853
+2% +$158K 1.79% 14
2025
Q1 		$8.81M Buy
51,639
+592
+1% +$109K 1.7% 15
2024
Q4 		$9.29M Sell
51,047
-457
-0.9% -$86.3K 1.75% 16
2024
Q3 		$8.8M Buy
51,504
+450
+0.9% +$75.7K 1.67% 16
2024
Q2 		$8.65M Buy
51,054
+134
+0.3% +$20K 1.77% 16
2024
Q1 		$7.23M Buy
50,920
+2,478
+5% +$391K 1.54% 19
2023
Q4 		$7.14M Buy
48,442
+274
+0.6% +$36.6K 1.67% 16
2023
Q3 		$5.65M Buy
48,168
+1,714
+4% +$203K 1.5% 19
2023
Q2 		$5.93M Buy
46,454
+132
+0.3% +$13.7K 1.46% 19
2023
Q1 		$4.63M Buy
46,322
+238
+0.5% +$20.2K 1.2% 23
2022
Q4 		$3.22M Buy
46,084
+250
+0.5% +$20.1K 0.93% 49
2022
Q3 		$3.75M Buy
45,834
+1,182
+3% +$102K 1.19% 26
2022
Q2 		$3.68M Buy
44,652
+252
+0.6% +$22.3K 1.16% 24
2022
Q1 		$4.61M Sell
44,400
-24,138
-35% -$2.16M 1.3% 20
2021
Q4 		$6.36M Buy
68,538
+192
+0.3% +$16.6K 1.98% 9
2021
Q3 		$5.46M Buy
68,346
+1,074
+2% +$75.5K 1.88% 10
2021
Q2 		$4.16M Buy
67,272
+2,160
+3% +$128K 1.47% 19
2021
Q1 		$3.5M Buy
65,112
+984
+2% +$58.5K 1.45% 23
2020
Q4 		$3.8M Sell
64,128
-1,110
-2% -$51.9K 1.82% 18
2020
Q3 		$2.66M Buy
65,238
+6,840
+12% +$285K 1.46% 27
2020
Q2 		$2.23M Buy
58,398
+7,632
+15% +$269K 1.42% 28
2020
Q1 		$1.39M Buy
+50,766
New +$1.77M 1.18% 39

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

Asio Capital's PANW Position: Q2 2026 in Review

Asio Capital reduced its Palo Alto Networks (PANW) stake by 6.5% in Q2 2026, selling an estimated $972K and leaving 61,314 shares worth $20.9M. The position accounts for 2.68% of the portfolio, ranked #5.

Asio Capital first reported a position in PANW in Q1 2020 and has held it in 26 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Asio Capital held 61,314 shares of Palo Alto Networks worth $20.9M as of Q2 2026.
  • Asio Capital sold 4,248 Palo Alto Networks shares in Q2 2026, an estimated $972K.
  • Palo Alto Networks made up 2.68% of Asio Capital's portfolio in Q2 2026, its #5 holding.
  • Asio Capital first reported a position in Palo Alto Networks in Q1 2020 and has held it in 26 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Asio Capital's 13F filing for Q2 2026, filed 17 Jul 2026.