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Beacon Pointe Advisors’s Palo Alto Networks PANW Stock Holding History

Beacon Pointe Advisors’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 		$83M Sell
243,306
-4,329
-2% -$991K 0.39% 57
2026
Q1 		$39.7M Buy
247,635
+53,787
+28% +$9.04M 0.21% 110
2025
Q4 		$35.7M Buy
193,848
+1,306
+0.7% +$263K 0.25% 90
2025
Q3 		$39.2M Sell
192,542
-7,729
-4% -$1.48M 0.33% 61
2025
Q2 		$41M Buy
200,271
+4,166
+2% +$774K 0.43% 44
2025
Q1 		$33.5M Sell
196,105
-1,404
-0.7% -$260K 0.38% 52
2024
Q4 		$35.9M Sell
197,509
-3,285
-2% -$621K 0.4% 49
2024
Q3 		$34.3M Sell
200,794
-6,704
-3% -$1.13M 0.4% 53
2024
Q2 		$35.2M Sell
207,498
-6,536
-3% -$978K 0.42% 51
2024
Q1 		$30.4M Sell
214,034
-10,046
-4% -$1.58M 0.34% 61
2023
Q4 		$33M Buy
224,080
+53,534
+31% +$7.16M 0.39% 49
2023
Q3 		$20M Buy
170,546
+115,264
+209% +$13.6M 0.25% 99
2023
Q2 		$7.06M Buy
55,282
+1,692
+3% +$176K 0.12% 166
2023
Q1 		$5.35M Sell
53,590
-12,044
-18% -$1.02M 0.09% 201
2022
Q4 		$4.58M Buy
65,634
+3,316
+5% +$266K 0.09% 205
2022
Q3 		$5.1M Sell
62,318
-4,678
-7% -$405K 0.11% 172
2022
Q2 		$5.51M Sell
66,996
-7,848
-10% -$696K 0.12% 172
2022
Q1 		$7.76M Buy
74,844
+16,206
+28% +$1.45M 0.11% 192
2021
Q4 		$5.44M Sell
58,638
-12,954
-18% -$1.12M 0.14% 135
2021
Q3 		$5.71M Buy
71,592
+38,922
+119% +$2.73M 0.14% 154
2021
Q2 		$2.02M Buy
+32,670
New +$1.94M 0.07% 219

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

Beacon Pointe Advisors's PANW Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Palo Alto Networks (PANW) stake by 1.7% in Q2 2026, selling an estimated $991K and leaving 243,306 shares worth $83M. The position accounts for 0.39% of the portfolio, ranked #57.

Beacon Pointe Advisors first reported a position in PANW in Q2 2021 and has held it in 21 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Beacon Pointe Advisors held 243,306 shares of Palo Alto Networks worth $83M as of Q2 2026.
  • Beacon Pointe Advisors sold 4,329 Palo Alto Networks shares in Q2 2026, an estimated $991K.
  • Palo Alto Networks made up 0.39% of Beacon Pointe Advisors's portfolio in Q2 2026, its #57 holding.
  • Beacon Pointe Advisors first reported a position in Palo Alto Networks in Q2 2021 and has held it in 21 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.