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

Berbice 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 		– Sell
-120
Closed -$19.2K – 134
2026
Q1 		$19.2K Sell
120
-1,600
-93% -$269K 0.01% 117
2025
Q4 		$317K Hold
1,720
– – 0.19% 44
2025
Q3 		$350K Hold
1,720
– – 0.22% 42
2025
Q2 		$352K Hold
1,720
– – 0.25% 42
2025
Q1 		$294K Buy
1,720
+40
+2% +$7.4K 0.25% 38
2024
Q4 		$306K Buy
+1,680
New +$317K 0.25% 40

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

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

Berbice Capital Management sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 120 shares — an estimated $19.2K sold.

Berbice Capital Management first reported a position in PANW in Q4 2024 and held it in 6 quarters. The position peaked at $352K in Q2 2025. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Berbice Capital Management reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
  • Berbice Capital Management sold 120 Palo Alto Networks shares in Q2 2026, an estimated $19.2K.
  • Berbice Capital Management first reported a position in Palo Alto Networks in Q4 2024 and held it in 6 quarters.
  • Berbice Capital Management's Palo Alto Networks position peaked at $352K in Q2 2025.
  • 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.