Becker Capital Management’s Palo Alto Networks PANW Stock Holding History

Becker Capital 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	$1.74M	Sell	5,106 -843	-14%	-$193K	0.05%	147
2026 Q1	$954K	Sell	5,949 -58	-1%	-$9.74K	0.03%	173
2025 Q4	$1.11M	Sell	6,007 -15	-0.2%	-$3.03K	0.03%	175
2025 Q3	$1.23M	Sell	6,022 -20	-0.3%	-$3.83K	0.04%	164
2025 Q2	$1.24M	Hold	6,042	–	–	0.04%	160
2025 Q1	$1.03M	Hold	6,042	–	–	0.03%	166
2024 Q4	$1.1M	Buy	6,042 +40	+0.7%	+$7.56K	0.04%	157
2024 Q3	$1.03M	Buy	6,002 +182	+3%	+$30.6K	0.03%	165
2024 Q2	$987K	Buy	5,820 +576	+11%	+$86.2K	0.03%	160
2024 Q1	$745K	Hold	5,244	–	–	0.03%	179
2023 Q4	$773K	Sell	5,244 -70	-1%	-$9.36K	0.03%	172
2023 Q3	$623K	Buy	5,314 +320	+6%	+$37.9K	0.02%	179
2023 Q2	$638K	Buy	4,994 +1,928	+63%	+$201K	0.02%	188
2023 Q1	$306K	Buy	+3,066	New	+$260K	0.01%	227

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

Becker Capital Management's PANW Position: Q2 2026 in Review

Becker Capital Management reduced its Palo Alto Networks (PANW) stake by 14% in Q2 2026, selling an estimated $193K and leaving 5,106 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #147.

Becker Capital Management first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Becker Capital Management held 5,106 shares of Palo Alto Networks worth $1.74M as of Q2 2026.
Becker Capital Management sold 843 Palo Alto Networks shares in Q2 2026, an estimated $193K.
Palo Alto Networks made up 0.05% of Becker Capital Management's portfolio in Q2 2026, its #147 holding.
Becker Capital Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.