Beese Fulmer Investment Management’s Palo Alto Networks PANW Stock Holding History

Beese Fulmer Investment 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	$2.19M	Buy	6,417 +405	+7%	+$92.7K	0.13%	103
2026 Q1	$964K	Buy	6,012 +1,032	+21%	+$173K	0.06%	152
2025 Q4	$917K	Buy	4,980 +1,259	+34%	+$254K	0.06%	154
2025 Q3	$758K	Buy	3,721 +2,035	+121%	+$390K	0.05%	158
2025 Q2	$345K	Buy	1,686 +360	+27%	+$66.9K	0.03%	223
2025 Q1	$226K	Buy	+1,326	New	+$245K	0.02%	225
2024 Q3	–	Sell	-1,278	Closed	-$217K	–	235
2024 Q2	$217K	Buy	+1,278	New	+$191K	0.02%	209

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Beese Fulmer Investment Management's PANW Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Palo Alto Networks (PANW) stake by 6.7% in Q2 2026, buying an estimated $92.7K and bringing the position to 6,417 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #103.

Beese Fulmer Investment Management first reported a position in PANW in Q2 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Beese Fulmer Investment Management held 6,417 shares of Palo Alto Networks worth $2.19M as of Q2 2026.
Beese Fulmer Investment Management bought 405 Palo Alto Networks shares in Q2 2026, an estimated $92.7K.
Palo Alto Networks made up 0.13% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #103 holding.
Beese Fulmer Investment Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 7 quarters since.
1,242 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.