Avity Investment Management’s Palo Alto Networks PANW Stock Holding History

Avity Investment Management’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	$66.4M	Sell	194,590 -16,846	-8%	-$3.86M	4.23%	4
2026 Q1	$33.9M	Buy	211,436 +23,614	+13%	+$3.97M	2.47%	19
2025 Q4	$34.6M	Sell	187,822 -2,298	-1%	-$464K	2.43%	17
2025 Q3	$38.7M	Buy	190,120 +8,429	+5%	+$1.61M	2.72%	17
2025 Q2	$37.2M	Buy	181,691 +49,971	+38%	+$9.28M	2.76%	17
2025 Q1	$22.5M	Buy	+131,720	New	+$24.4M	1.82%	28
2019 Q1	–	Sell	-6,810	Closed	-$214K	–	78
2018 Q4	$214K	Buy	+6,810	New	+$212K	0.03%	66
2018 Q2	–	Sell	-13,884	Closed	-$420K	–	81
2018 Q1	$420K	Buy	13,884 +2,880	+26%	+$80K	0.05%	53
2017 Q4	$266K	Buy	+11,004	New	+$268K	0.03%	63

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

Avity Investment Management's PANW Position: Q2 2026 in Review

Avity Investment Management reduced its Palo Alto Networks (PANW) stake by 8% in Q2 2026, selling an estimated $3.86M and leaving 194,590 shares worth $66.4M. The position accounts for 4.23% of the portfolio, ranked #4.

Avity Investment Management first reported a position in PANW in Q4 2017 and has held it in 9 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Avity Investment Management held 194,590 shares of Palo Alto Networks worth $66.4M as of Q2 2026.
Avity Investment Management sold 16,846 Palo Alto Networks shares in Q2 2026, an estimated $3.86M.
Palo Alto Networks made up 4.23% of Avity Investment Management's portfolio in Q2 2026, its #4 holding.
Avity Investment Management first reported a position in Palo Alto Networks in Q4 2017 and has held it in 9 quarters since.
935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.