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Benchmark Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Benchmark Investment 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 		$5.09M Sell
14,929
-3,040
-17% -$696K 2.23% 15
2026
Q1 		$2.88M Buy
+17,969
New +$3.02M 1.67% 25
2025
Q3 		$3.72M Buy
+18,286
New +$3.5M 2.16% 12
2025
Q1 		$3.84M Buy
22,508
+5,465
+32% +$1.01M 2.49% 10
2024
Q4 		$3.1M Buy
17,043
+321
+2% +$60.6K 2.02% 13
2024
Q3 		$2.86M Buy
16,722
+176
+1% +$29.6K 2.04% 12
2024
Q2 		$2.8M Buy
16,546
+62
+0.4% +$9.27K 2.03% 14
2024
Q1 		$2.34M Sell
16,484
-856
-5% -$135K 1.85% 15
2023
Q4 		$2.56M Buy
17,340
+2,000
+13% +$267K 2.37% 7
2023
Q3 		$1.8M Buy
15,340
+868
+6% +$103K 1.82% 16
2023
Q2 		$1.85M Buy
14,472
+3,394
+31% +$353K 1.71% 19
2023
Q1 		$1.11M Sell
11,078
-1,130
-9% -$95.8K 1.14% 29
2022
Q4 		$852K Sell
12,208
-250
-2% -$20.1K 0.9% 39
2022
Q3 		$1.02M Buy
12,458
+332
+3% +$28.8K 1.1% 31
2022
Q2 		$998K Sell
12,126
-4,986
-29% -$442K 1.04% 32
2022
Q1 		$1.77M Sell
17,112
-246
-1% -$22K 1.33% 23
2021
Q4 		$1.61M Buy
+17,358
New +$1.5M 1.33% 24

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

Benchmark Investment Advisors's PANW Position: Q2 2026 in Review

Benchmark Investment Advisors reduced its Palo Alto Networks (PANW) stake by 17% in Q2 2026, selling an estimated $696K and leaving 14,929 shares worth $5.09M. The position accounts for 2.23% of the portfolio, ranked #15.

Benchmark Investment Advisors first reported a position in PANW in Q4 2021 and has held it in 17 quarters since. 2,913 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Benchmark Investment Advisors held 14,929 shares of Palo Alto Networks worth $5.09M as of Q2 2026.
  • Benchmark Investment Advisors sold 3,040 Palo Alto Networks shares in Q2 2026, an estimated $696K.
  • Palo Alto Networks made up 2.23% of Benchmark Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Benchmark Investment Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 17 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.