Asset Management One’s Palo Alto Networks PANW Stock Holding History

Asset Management One’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	$141M	Sell	413,429 -8,122	-2%	-$1.86M	0.36%	47
2026 Q1	$67.6M	Buy	421,551 +72,278	+21%	+$12.1M	0.2%	92
2025 Q4	$65.2M	Buy	349,273 +3,962	+1%	+$799K	0.18%	103
2025 Q3	$70.3M	Sell	345,311 -64,438	-16%	-$12.3M	0.2%	92
2025 Q2	$83.9M	Sell	409,749 -7,322	-2%	-$1.36M	0.26%	72
2025 Q1	$71.2M	Buy	417,071 +30,111	+8%	+$5.57M	0.25%	78
2024 Q4	$72M	Sell	386,960 -2,276	-0.6%	-$430K	0.25%	71
2024 Q3	$66.5M	Buy	389,236 +10,674	+3%	+$1.8M	0.24%	80
2024 Q2	$64.2M	Buy	378,562 +634	+0.2%	+$94.8K	0.25%	76
2024 Q1	$53.7M	Sell	377,928 -34,234	-8%	-$5.4M	0.21%	93
2023 Q4	$60.9M	Sell	412,162 -34,932	-8%	-$4.67M	0.25%	83
2023 Q3	$52.4M	Sell	447,094 -2,994	-0.7%	-$354K	0.23%	82
2023 Q2	$57.5M	Sell	450,088 -27,390	-6%	-$2.85M	0.24%	80
2023 Q1	$47.7M	Buy	477,478 +21,252	+5%	+$1.8M	0.22%	93
2022 Q4	$32M	Sell	456,226 -7,844	-2%	-$630K	0.16%	137
2022 Q3	$38M	Sell	464,070 -15,672	-3%	-$1.36M	0.19%	105
2022 Q2	$39.5M	Sell	479,742 -7,056	-1%	-$626K	0.19%	110
2022 Q1	$50.5M	Sell	486,798 -13,866	-3%	-$1.24M	0.2%	102
2021 Q4	$47M	Buy	500,664 +56,244	+13%	+$4.87M	0.16%	121
2021 Q3	$35.5M	Buy	444,420 +78,624	+21%	+$5.52M	0.14%	152
2021 Q2	$22.6M	Sell	365,796 -8,358	-2%	-$495K	0.08%	238
2021 Q1	$20.1M	Sell	374,154 -23,010	-6%	-$1.37M	0.08%	252
2020 Q4	$23.6M	Buy	397,164 +27,306	+7%	+$1.28M	0.1%	203
2020 Q3	$15.1M	Buy	369,858 +9,792	+3%	+$407K	0.07%	282
2020 Q2	$13.8M	Sell	360,066 -2,424	-0.7%	-$85.4K	0.07%	290
2020 Q1	$9.91M	Buy	362,490 +23,400	+7%	+$817K	0.06%	320
2019 Q4	$13.1M	Sell	339,090 -16,956	-5%	-$641K	0.06%	345
2019 Q3	$12.1M	Buy	356,046 +14,610	+4%	+$517K	0.06%	347
2019 Q2	$11.6M	Buy	341,436 +34,500	+11%	+$1.29M	0.06%	358
2019 Q1	$12.4M	Sell	306,936 -628,596	-67%	-$23.3M	0.07%	312
2018 Q4	$29.3M	Sell	935,532 -47,694	-5%	-$1.49M	0.07%	298
2018 Q3	$36.9M	Buy	983,226 +43,614	+5%	+$1.59M	0.08%	277
2018 Q2	$32.2M	Buy	939,612 +83,718	+10%	+$2.79M	0.07%	307
2018 Q1	$25.9M	Buy	855,894 +4,266	+0.5%	+$119K	0.06%	357
2017 Q4	$20.6M	Sell	851,628 -9,396	-1%	-$229K	0.05%	437
2017 Q3	$20.7M	Buy	861,024 +20,010	+2%	+$456K	0.05%	409
2017 Q2	$18.8M	Sell	841,014 -11,922	-1%	-$241K	0.05%	415
2017 Q1	$16M	Sell	852,936 -82,572	-9%	-$1.85M	0.04%	451
2016 Q4	$19.5M	Buy	935,508 +775,194	+484%	+$18.6M	0.05%	392
2016 Q3	$4.22M	Sell	160,314 -48,306	-23%	-$1.1M	0.06%	362
2016 Q2	$4.27M	Buy	208,620 +17,844	+9%	+$413K	0.06%	351
2016 Q1	$5.17M	Buy	190,776 +47,502	+33%	+$1.17M	0.08%	298
2015 Q4	$4.22M	Buy	143,274 +30,372	+27%	+$876K	0.06%	361
2015 Q3	$3.19M	Buy	112,902 +4,824	+4%	+$142K	0.05%	464
2015 Q2	$3.12M	Buy	108,078 +21,696	+25%	+$579K	0.04%	501
2015 Q1	$2.13M	Buy	86,382 +49,068	+132%	+$1.1M	0.03%	672
2014 Q4	$764K	Buy	+37,314	New	+$688K	0.01%	932

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Asset Management One's PANW Position: Q2 2026 in Review

Asset Management One reduced its Palo Alto Networks (PANW) stake by 1.9% in Q2 2026, selling an estimated $1.86M and leaving 413,429 shares worth $141M. The position accounts for 0.36% of the portfolio, ranked #47.

Asset Management One first reported a position in PANW in Q4 2014 and has held it in 47 quarters since. 1,118 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Asset Management One held 413,429 shares of Palo Alto Networks worth $141M as of Q2 2026.
Asset Management One sold 8,122 Palo Alto Networks shares in Q2 2026, an estimated $1.86M.
Palo Alto Networks made up 0.36% of Asset Management One's portfolio in Q2 2026, its #47 holding.
Asset Management One first reported a position in Palo Alto Networks in Q4 2014 and has held it in 47 quarters since.
1,118 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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