Baker Avenue Asset Management’s Palo Alto Networks PANW Stock Holding History

Baker Avenue Asset 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	$10M	Sell	29,441 -696	-2%	-$159K	0.19%	100
2026 Q1	$4.83M	Sell	30,137 -278	-0.9%	-$46.7K	0.11%	140
2025 Q4	$5.6M	Buy	30,415 +751	+3%	+$152K	0.13%	119
2025 Q3	$6.04M	Buy	29,664 +11,459	+63%	+$2.19M	0.14%	116
2025 Q2	$3.73M	Sell	18,205 -205	-1%	-$38.1K	0.11%	141
2025 Q1	$3.14M	Buy	18,410 +72	+0.4%	+$13.3K	0.1%	154
2024 Q4	$3.34M	Buy	18,338 +756	+4%	+$143K	0.1%	140
2024 Q3	$3M	Buy	17,582 +7,350	+72%	+$1.24M	0.1%	145
2024 Q2	$1.73M	Buy	10,232 +232	+2%	+$34.7K	0.06%	183
2024 Q1	$1.42M	Buy	10,000 +34	+0.3%	+$5.36K	0.06%	191
2023 Q4	$1.47M	Sell	9,966 -10	-0.1%	-$1.34K	0.06%	181
2023 Q3	$1.17M	Buy	9,976 +12	+0.1%	+$1.42K	0.06%	191
2023 Q2	$1.27M	Sell	9,964 -14	-0.1%	-$1.46K	0.06%	168
2023 Q1	$997K	Buy	9,978 +18	+0.2%	+$1.52K	0.05%	181
2022 Q4	$695K	Sell	9,960 -10,212	-51%	-$820K	0.04%	200
2022 Q3	$1.65M	Sell	20,172 -48	-0.2%	-$4.16K	0.1%	135
2022 Q2	$1.67M	Buy	20,220 +10,170	+101%	+$902K	0.11%	116
2022 Q1	$1.04M	Buy	10,050 +960	+11%	+$85.9K	0.05%	169
2021 Q4	$843K	Buy	9,090 +36	+0.4%	+$3.11K	0.04%	184
2021 Q3	$722K	Buy	9,054 +54	+0.6%	+$3.79K	0.04%	163
2021 Q2	$556K	Sell	9,000 -18	-0.2%	-$1.07K	0.03%	176
2021 Q1	$484K	Buy	9,018 +18	+0.2%	+$1.07K	0.03%	174
2020 Q4	$533K	Hold	9,000	–	–	0.04%	166
2020 Q3	$367K	Hold	9,000	–	–	0.03%	178
2020 Q2	$345K	Hold	9,000	–	–	0.03%	187
2020 Q1	$245K	Hold	9,000	–	–	0.03%	170
2019 Q4	$346K	Sell	9,000 -2,526	-22%	-$95.5K	0.03%	218
2019 Q3	$391K	Hold	11,526	–	–	0.03%	190
2019 Q2	$391K	Hold	11,526	–	–	0.03%	191
2019 Q1	$466K	Hold	11,526	–	–	0.04%	183
2018 Q4	$362K	Hold	11,526	–	–	0.04%	209
2018 Q3	$433K	Hold	11,526	–	–	0.04%	208
2018 Q2	$395K	Hold	11,526	–	–	0.03%	204
2018 Q1	$349K	Hold	11,526	–	–	0.03%	216
2017 Q4	$278K	Hold	11,526	–	–	0.03%	215
2017 Q3	$277K	Hold	11,526	–	–	0.03%	199
2017 Q2	$257K	Hold	11,526	–	–	0.03%	182
2017 Q1	$216K	Hold	11,526	–	–	0.03%	191
2016 Q4	$240K	Hold	11,526	–	–	0.03%	185
2016 Q3	$306K	Hold	11,526	–	–	0.04%	169
2016 Q2	$236K	Buy	11,526 +1,200	+12%	+$27.8K	0.04%	176
2016 Q1	$281K	Sell	10,326 -1,200	-10%	-$29.5K	0.04%	159
2015 Q4	$338K	Buy	11,526 +3,846	+50%	+$111K	0.05%	143
2015 Q3	$220K	Hold	7,680	–	–	0.04%	175
2015 Q2	$224K	Buy	+7,680	New	+$205K	0.03%	225
2014 Q4	–	Sell	-28,260	Closed	-$462K	–	285
2014 Q3	$462K	Sell	28,260 -9,000	-24%	-$129K	0.06%	165
2014 Q2	$521K	Buy	+37,260	New	+$435K	0.08%	160
2013 Q4	–	Sell	-48,000	Closed	-$367K	–	275
2013 Q3	$367K	Buy	+48,000	New	+$379K	0.08%	143

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Baker Avenue Asset Management's PANW Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Palo Alto Networks (PANW) stake by 2.3% in Q2 2026, selling an estimated $159K and leaving 29,441 shares worth $10M. The position accounts for 0.19% of the portfolio, ranked #100.

Baker Avenue Asset Management first reported a position in PANW in Q3 2013 and has held it in 48 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Baker Avenue Asset Management held 29,441 shares of Palo Alto Networks worth $10M as of Q2 2026.
Baker Avenue Asset Management sold 696 Palo Alto Networks shares in Q2 2026, an estimated $159K.
Palo Alto Networks made up 0.19% of Baker Avenue Asset Management's portfolio in Q2 2026, its #100 holding.
Baker Avenue Asset Management first reported a position in Palo Alto Networks in Q3 2013 and has held it in 48 quarters since.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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