Barden Capital Management’s Palo Alto Networks PANW Stock Holding History

Barden Capital 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	$1.74M	Sell	5,116 -2,089	-29%	-$478K	1.61%	21
2026 Q1	$1.16M	Buy	7,205 +312	+5%	+$52.4K	0.99%	39
2025 Q4	$1.27M	Sell	6,893 -78	-1%	-$15.7K	1.04%	40
2025 Q3	$1.42M	Sell	6,971 -29	-0.4%	-$5.55K	1.18%	36
2025 Q2	$1.43M	Sell	7,000 -163	-2%	-$30.3K	1.26%	34
2025 Q1	$1.22M	Buy	7,163 +93	+1%	+$17.2K	1.09%	40
2024 Q4	$1.29M	Buy	7,070 +74	+1%	+$14K	1.1%	37
2024 Q3	$1.2M	Sell	6,996 -6,808	-49%	-$1.15M	1.05%	40
2024 Q2	$2.34M	Sell	13,804 -22	-0.2%	-$3.29K	2.21%	14
2024 Q1	$1.96M	Sell	13,826 -1,822	-12%	-$287K	1.9%	17
2023 Q4	$1.89M	Buy	15,648 +1,968	+14%	+$263K	1.54%	26
2023 Q3	$1.6M	Buy	13,680 +494	+4%	+$58.5K	1.56%	26
2023 Q2	$1.68M	Sell	13,186 -702	-5%	-$73K	1.85%	14
2023 Q1	$1.39M	Buy	13,888 +176	+1%	+$14.9K	1.33%	28
2022 Q4	$955K	Buy	13,712 +298	+2%	+$23.9K	0.98%	45
2022 Q3	$1.1M	Buy	13,414 +70	+0.5%	+$6.06K	1.28%	28
2022 Q2	$1.1M	Sell	13,344 -5,838	-30%	-$518K	1.2%	33
2022 Q1	$1.96M	Buy	19,182 +2,190	+13%	+$196K	1.92%	17
2021 Q4	$1.58M	Buy	+16,992	New	+$1.47M	1.5%	25

Other funds holding PANW

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Barden Capital Management's PANW Position: Q2 2026 in Review

Barden Capital Management reduced its Palo Alto Networks (PANW) stake by 29% in Q2 2026, selling an estimated $478K and leaving 5,116 shares worth $1.74M. The position accounts for 1.61% of the portfolio, ranked #21.

Barden Capital Management first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.34M in Q2 2024. 1,737 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Barden Capital Management held 5,116 shares of Palo Alto Networks worth $1.74M as of Q2 2026.
Barden Capital Management sold 2,089 Palo Alto Networks shares in Q2 2026, an estimated $478K.
Palo Alto Networks made up 1.61% of Barden Capital Management's portfolio in Q2 2026, its #21 holding.
Barden Capital Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
Barden Capital Management's Palo Alto Networks position peaked at $2.34M in Q2 2024.
1,737 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.