Bay Rivers Group’s Palo Alto Networks PANW Stock Holding History

Bay Rivers Group’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	$581K	Sell	1,703 -235	-12%	-$53.8K	0.2%	69
2026 Q1	$311K	Hold	1,938	–	–	0.13%	83
2025 Q4	$357K	Hold	1,938	–	–	0.14%	76
2025 Q3	$395K	Hold	1,938	–	–	0.17%	69
2025 Q2	$397K	Sell	1,938 -60	-3%	-$11.1K	0.18%	67
2025 Q1	$341K	Hold	1,998	–	–	0.18%	71
2024 Q4	$364K	Buy	1,998 +130	+7%	+$24.6K	0.18%	67
2024 Q3	$319K	Hold	1,868	–	–	0.16%	68
2024 Q2	$317K	Sell	1,868 -4	-0.2%	-$598	0.16%	64
2024 Q1	$266K	Buy	+1,872	New	+$295K	0.15%	68
2020 Q2	–	Sell	-12,336	Closed	-$337K	–	64
2020 Q1	$337K	Sell	12,336 -804	-6%	-$28.1K	0.48%	42
2019 Q4	$506K	Buy	+13,140	New	+$497K	0.49%	49

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Bay Rivers Group's PANW Position: Q2 2026 in Review

Bay Rivers Group reduced its Palo Alto Networks (PANW) stake by 12% in Q2 2026, selling an estimated $53.8K and leaving 1,703 shares worth $581K. The position accounts for 0.2% of the portfolio, ranked #69.

Bay Rivers Group first reported a position in PANW in Q4 2019 and has held it in 12 quarters since. 1,311 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Bay Rivers Group held 1,703 shares of Palo Alto Networks worth $581K as of Q2 2026.
Bay Rivers Group sold 235 Palo Alto Networks shares in Q2 2026, an estimated $53.8K.
Palo Alto Networks made up 0.2% of Bay Rivers Group's portfolio in Q2 2026, its #69 holding.
Bay Rivers Group first reported a position in Palo Alto Networks in Q4 2019 and has held it in 12 quarters since.
1,311 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.