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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-200
Closed -$40.7K 1549
2025
Q3
$40.7K Sell
200
-6,900
-97% -$1.32M ﹤0.01% 1369
2025
Q2
$1.45M Buy
7,100
+200
+3% +$37.1K 0.02% 563
2025
Q1
$1.18M Buy
+6,900
New +$1.28M 0.01% 595

Other funds holding PANW

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.