Bayshore Asset Management’s Palo Alto Networks PANW Stock Holding History

Bayshore 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	$2.54M	Sell	7,434 -1	-0%	-$229	0.91%	20
2026 Q1	$1.19M	Hold	7,435	–	–	0.47%	24
2025 Q4	$1.37M	Hold	7,435	–	–	0.56%	23
2025 Q3	$1.51M	Buy	7,435 +1	+0%	+$191	0.65%	20
2025 Q2	$1.52M	Hold	7,434	–	–	0.7%	20
2025 Q1	$1.27M	Hold	7,434	–	–	0.63%	21
2024 Q4	$1.35M	Hold	7,434	–	–	0.62%	27
2024 Q3	$1.27M	Hold	7,434	–	–	0.57%	26
2024 Q2	$1.26M	Hold	7,434	–	–	0.63%	21
2024 Q1	$1.06M	Hold	7,434	–	–	0.52%	21
2023 Q4	$1.1M	Hold	7,434	–	–	0.58%	20
2023 Q3	$871K	Hold	7,434	–	–	0.51%	21
2023 Q2	$906K	Hold	7,434	–	–	0.49%	20
2023 Q1	$742K	Hold	7,434	–	–	0.44%	21
2022 Q4	$519K	Hold	7,434	–	–	0.33%	22
2022 Q3	$609K	Hold	7,434	–	–	0.46%	22
2022 Q2	$612K	Hold	7,434	–	–	0.44%	20
2022 Q1	$771K	Hold	7,434	–	–	0.57%	16
2021 Q4	$690K	Buy	+7,434	New	+$643K	0.5%	12

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bayshore Asset Management's PANW Position: Q2 2026 in Review

Bayshore Asset Management reduced its Palo Alto Networks (PANW) stake by 0.01% in Q2 2026, selling an estimated $229 and leaving 7,434 shares worth $2.54M. The position accounts for 0.91% of the portfolio, ranked #20.

Bayshore Asset Management first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Bayshore Asset Management held 7,434 shares of Palo Alto Networks worth $2.54M as of Q2 2026.
Bayshore Asset Management sold 1 Palo Alto Networks share in Q2 2026, an estimated $229.
Palo Alto Networks made up 0.91% of Bayshore Asset Management's portfolio in Q2 2026, its #20 holding.
Bayshore Asset Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bayshore Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.