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
2025 Q1	–	Sell	-4,000	Closed	-$728K	–	1255
2024 Q4	$728K	Hold	4,000	–	–	0.01%	720
2024 Q3	$684K	Hold	4,000	–	–	0.01%	744
2024 Q2	$678K	Hold	4,000	–	–	0.01%	766
2024 Q1	$568K	Buy	+4,000	New	+$631K	0.01%	866

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

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.