BAAM
PANW icon

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
2025
Q3 		– Sell
-30,000
Closed -$7.45K – 651
2025
Q2 		$7.45K Buy
+30,000
New +$5.57M ﹤0.01% 499

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
RG
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.