Avalon Trust’s Palo Alto Networks PANW Stock Holding History

Avalon Trust’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	$38.1M	Buy	111,705 +1,070	+1%	+$245K	2.34%	10
2026 Q1	$17.7M	Buy	110,635 +39,657	+56%	+$6.66M	1.22%	26
2025 Q4	$13.1M	Buy	70,978 +3,003	+4%	+$606K	0.85%	31
2025 Q3	$13.8M	Sell	67,975 -2	-0%	-$383	0.9%	32
2025 Q2	$13.9M	Sell	67,977 -3,116	-4%	-$579K	1.02%	28
2025 Q1	$12.1M	Buy	71,093 +1,338	+2%	+$247K	0.96%	32
2024 Q4	$12.7M	Buy	69,755 +885	+1%	+$167K	0.9%	36
2024 Q3	$11.8M	Sell	68,870 -430	-0.6%	-$72.4K	0.87%	34
2024 Q2	$11.7M	Sell	69,300 -50	-0.1%	-$7.48K	0.93%	33
2024 Q1	$9.85M	Buy	69,350 +2,380	+4%	+$375K	0.81%	36
2023 Q4	$9.87M	Buy	66,970 +65,380	+4,112%	+$8.74M	0.9%	36
2023 Q3	$186K	Hold	1,590	–	–	0.02%	118
2023 Q2	$203K	Hold	1,590	–	–	0.02%	123
2023 Q1	$159K	Buy	+1,590	New	+$135K	0.02%	131

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 $3.37T AUM 44.26% 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

Avalon Trust's PANW Position: Q2 2026 in Review

Avalon Trust increased its Palo Alto Networks (PANW) stake by 0.97% in Q2 2026, buying an estimated $245K and bringing the position to 111,705 shares worth $38.1M. The position accounts for 2.34% of the portfolio, ranked #10.

Avalon Trust first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Avalon Trust held 111,705 shares of Palo Alto Networks worth $38.1M as of Q2 2026.
Avalon Trust bought 1,070 Palo Alto Networks shares in Q2 2026, an estimated $245K.
Palo Alto Networks made up 2.34% of Avalon Trust's portfolio in Q2 2026, its #10 holding.
Avalon Trust first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.