BBR Partners’s Palo Alto Networks PANW Stock Holding History

BBR Partners’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	$1.35M	Sell	3,961 -6	-0.2%	-$1.37K	0.06%	103
2026 Q1	$636K	Sell	3,967 -90	-2%	-$15.1K	0.04%	133
2025 Q4	$747K	Sell	4,057 -168	-4%	-$33.9K	0.04%	129
2025 Q3	$860K	Buy	4,225 +19	+0.5%	+$3.64K	0.05%	116
2025 Q2	$861K	Sell	4,206 -2	-0%	-$371	0.05%	111
2025 Q1	$718K	Hold	4,208	–	–	0.05%	113
2024 Q4	$766K	Buy	4,208 +1,358	+48%	+$257K	0.05%	113
2024 Q3	$487K	Hold	2,850	–	–	0.04%	136
2024 Q2	$483K	Sell	2,850 -3,470	-55%	-$519K	0.04%	113
2024 Q1	$898K	Buy	6,320 +3,254	+106%	+$513K	0.07%	95
2023 Q4	$452K	Buy	+3,066	New	+$410K	0.05%	109
2023 Q1	–	Sell	-8,710	Closed	-$608K	–	182
2022 Q4	$608K	Sell	8,710 -1,694	-16%	-$136K	0.07%	94
2022 Q3	$852K	Hold	10,404	–	–	0.11%	78
2022 Q2	$856K	Buy	+10,404	New	+$923K	0.1%	94
2018 Q2	–	Sell	-7,116	Closed	-$215K	–	102
2018 Q1	$215K	Buy	+7,116	New	+$198K	0.04%	84

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

BBR Partners's PANW Position: Q2 2026 in Review

BBR Partners reduced its Palo Alto Networks (PANW) stake by 0.15% in Q2 2026, selling an estimated $1.37K and leaving 3,961 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #103.

BBR Partners first reported a position in PANW in Q1 2018 and has held it in 15 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

BBR Partners held 3,961 shares of Palo Alto Networks worth $1.35M as of Q2 2026.
BBR Partners sold 6 Palo Alto Networks shares in Q2 2026, an estimated $1.37K.
Palo Alto Networks made up 0.06% of BBR Partners's portfolio in Q2 2026, its #103 holding.
BBR Partners first reported a position in Palo Alto Networks in Q1 2018 and has held it in 15 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.