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Aspiriant LLC’s Palo Alto Networks PANW Stock Holding History

Aspiriant LLC’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 		$1.32M Buy
3,873
+191
+5% +$43.7K 0.03% 153
2026
Q1 		$590K Buy
3,682
+1,250
+51% +$210K 0.02% 198
2025
Q4 		$448K Buy
2,432
+588
+32% +$119K 0.01% 230
2025
Q3 		$375K Sell
1,844
-653
-26% -$125K 0.01% 225
2025
Q2 		$511K Buy
2,497
+204
+9% +$37.9K 0.02% 194
2025
Q1 		$391K Buy
2,293
+233
+11% +$43.1K 0.01% 209
2024
Q4 		$375K Buy
2,060
+288
+16% +$54.4K 0.01% 215
2024
Q3 		$303K Buy
1,772
+4
+0.2% +$673 0.01% 230
2024
Q2 		$300K Sell
1,768
-370
-17% -$55.3K 0.01% 230
2024
Q1 		$304K Buy
2,138
+20
+0.9% +$3.15K 0.01% 243
2023
Q4 		$312K Buy
2,118
+6
+0.3% +$802 0.01% 234
2023
Q3 		$248K Buy
2,112
+6
+0.3% +$710 0.01% 249
2023
Q2 		$269K Sell
2,106
-470
-18% -$48.9K 0.01% 239
2023
Q1 		$257K Buy
+2,576
New +$218K 0.01% 236
2022
Q4 		– Sell
-2,754
Closed -$225K – 287
2022
Q3 		$225K Sell
2,754
-42
-2% -$3.64K 0.01% 241
2022
Q2 		$230K Sell
2,796
-768
-22% -$68.1K 0.01% 246
2022
Q1 		$370K Buy
3,564
+678
+23% +$60.7K 0.02% 200
2021
Q4 		$268K Buy
2,886
+132
+5% +$11.4K 0.01% 239
2021
Q3 		$220K Buy
+2,754
New +$193K 0.01% 219

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

Aspiriant LLC's PANW Position: Q2 2026 in Review

Aspiriant LLC increased its Palo Alto Networks (PANW) stake by 5.2% in Q2 2026, buying an estimated $43.7K and bringing the position to 3,873 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #153.

Aspiriant LLC first reported a position in PANW in Q3 2021 and has held it in 19 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Aspiriant LLC held 3,873 shares of Palo Alto Networks worth $1.32M as of Q2 2026.
  • Aspiriant LLC bought 191 Palo Alto Networks shares in Q2 2026, an estimated $43.7K.
  • Palo Alto Networks made up 0.03% of Aspiriant LLC's portfolio in Q2 2026, its #153 holding.
  • Aspiriant LLC first reported a position in Palo Alto Networks in Q3 2021 and has held it in 19 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.