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Barrett & Company’s Palo Alto Networks PANW Stock Holding History

Barrett & Company’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 		$250K Buy
732
+494
+208% +$113K 0.07% 147
2026
Q1 		$38.2K Sell
238
-1,586
-87% -$266K 0.01% 321
2025
Q4 		$336K Buy
1,824
+752
+70% +$152K 0.11% 102
2025
Q3 		$218K Sell
1,072
-770
-42% -$147K 0.07% 144
2025
Q2 		$377K Buy
1,842
+720
+64% +$134K 0.14% 98
2025
Q1 		$191K Hold
1,122
– – 0.08% 140
2024
Q4 		$204K Buy
1,122
+12
+1% +$2.27K 0.09% 137
2024
Q3 		$190K Hold
1,110
– – 0.08% 141
2024
Q2 		$188K Sell
1,110
-1,050
-49% -$157K 0.09% 135
2024
Q1 		$307K Sell
2,160
-256
-11% -$40.4K 0.15% 102
2023
Q4 		$356K Buy
2,416
+376
+18% +$50.3K 0.19% 90
2023
Q3 		$239K Buy
2,040
+10
+0.5% +$1.18K 0.14% 108
2023
Q2 		$259K Hold
2,030
– – 0.15% 107
2023
Q1 		$203K Buy
+2,030
New +$172K 0.13% 126

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Barrett & Company's PANW Position: Q2 2026 in Review

Barrett & Company increased its Palo Alto Networks (PANW) stake by 208% in Q2 2026, buying an estimated $113K and bringing the position to 732 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #147.

Barrett & Company first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. The position peaked at $377K in Q2 2025. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Barrett & Company held 732 shares of Palo Alto Networks worth $250K as of Q2 2026.
  • Barrett & Company bought 494 Palo Alto Networks shares in Q2 2026, an estimated $113K.
  • Palo Alto Networks made up 0.07% of Barrett & Company's portfolio in Q2 2026, its #147 holding.
  • Barrett & Company first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
  • Barrett & Company's Palo Alto Networks position peaked at $377K in Q2 2025.
  • 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.