Badgley Phelps Wealth Managers’s Palo Alto Networks PANW Stock Holding History

Badgley Phelps Wealth Managers’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	$64.1M	Buy	187,888 +13,338	+8%	+$3.05M	1.12%	24
2026 Q1	$28M	Buy	174,550 +2,189	+1%	+$368K	0.56%	49
2025 Q4	$31.7M	Buy	172,361 +3,242	+2%	+$654K	0.58%	44
2025 Q3	$34.4M	Sell	169,119 -151	-0.1%	-$28.9K	0.72%	35
2025 Q2	$34.6M	Sell	169,270 -476	-0.3%	-$88.4K	0.77%	33
2025 Q1	$29M	Sell	169,746 -2,474	-1%	-$457K	0.7%	40
2024 Q4	$31.3M	Sell	172,220 -15,892	-8%	-$3M	0.73%	36
2024 Q3	$32.1M	Sell	188,112 -3,974	-2%	-$669K	0.75%	34
2024 Q2	$32.6M	Sell	192,086 -9,604	-5%	-$1.44M	0.81%	33
2024 Q1	$28.7M	Sell	201,690 -4,072	-2%	-$642K	0.72%	39
2023 Q4	$30.3M	Buy	205,762 +28,658	+16%	+$3.83M	0.83%	36
2023 Q3	$20.8M	Sell	177,104 -56,604	-24%	-$6.7M	0.71%	44
2023 Q2	$29.9M	Sell	233,708 -2,104	-0.9%	-$219K	0.99%	31
2023 Q1	$23.6M	Buy	235,812 +6,260	+3%	+$530K	0.87%	35
2022 Q4	$16M	Buy	229,552 +772	+0.3%	+$62K	0.64%	55
2022 Q3	$18.7M	Buy	228,780 +2,148	+0.9%	+$186K	0.8%	36
2022 Q2	$18.7M	Sell	226,632 -1,968	-0.9%	-$175K	0.77%	43
2022 Q1	$23.7M	Sell	228,600 -2,100	-0.9%	-$188K	0.83%	41
2021 Q4	$21.4M	Buy	230,700 +3,036	+1%	+$263K	0.7%	50
2021 Q3	$18.2M	Buy	+227,664	New	+$16M	0.66%	51

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

Badgley Phelps Wealth Managers's PANW Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Palo Alto Networks (PANW) stake by 7.6% in Q2 2026, buying an estimated $3.05M and bringing the position to 187,888 shares worth $64.1M. The position accounts for 1.12% of the portfolio, ranked #24.

Badgley Phelps Wealth Managers first reported a position in PANW in Q3 2021 and has held it in 20 quarters since. 2,910 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Badgley Phelps Wealth Managers held 187,888 shares of Palo Alto Networks worth $64.1M as of Q2 2026.
Badgley Phelps Wealth Managers bought 13,338 Palo Alto Networks shares in Q2 2026, an estimated $3.05M.
Palo Alto Networks made up 1.12% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #24 holding.
Badgley Phelps Wealth Managers first reported a position in Palo Alto Networks in Q3 2021 and has held it in 20 quarters since.
2,910 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.