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Bouvel Investment Partners’s Palo Alto Networks PANW Stock Holding History

Bouvel Investment Partners’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 		$10.6M Sell
30,966
-369
-1% -$84.5K 2.39% 10
2026
Q1 		$5.02M Buy
31,335
+189
+0.6% +$31.8K 1.46% 31
2025
Q4 		$5.74M Buy
31,146
+516
+2% +$104K 1.65% 23
2025
Q3 		$6.24M Sell
30,630
-446
-1% -$85.4K 1.91% 16
2025
Q2 		$6.36M Buy
31,076
+15,793
+103% +$2.93M 2.15% 14
2025
Q1 		$5.22M Sell
15,283
-15,783
-51% -$2.92M 1.96% 16
2024
Q4 		$5.65M Buy
31,066
+500
+2% +$94.5K 2.04% 15
2024
Q3 		$5.22M Sell
30,566
-11,338
-27% -$1.91M 1.96% 16
2024
Q2 		$7.1M Sell
41,904
-120
-0.3% -$17.9K 2.75% 8
2024
Q1 		$5.97M Sell
42,024
-270
-0.6% -$42.6K 2.58% 8
2023
Q4 		$6.24M Buy
42,294
+1,194
+3% +$160K 2.91% 6
2023
Q3 		$4.82M Buy
41,100
+336
+0.8% +$39.8K 2.6% 10
2023
Q2 		$5.21M Sell
40,764
-8,780
-18% -$914K 2.85% 5
2023
Q1 		$4.95M Sell
49,544
-334
-0.7% -$28.3K 2.89% 6
2022
Q4 		$3.48M Sell
49,878
-130
-0.3% -$10.4K 2.25% 11
2022
Q3 		$4.09M Buy
50,008
+1,222
+3% +$106K 2.73% 7
2022
Q2 		$4.02M Sell
48,786
-13,422
-22% -$1.19M 3.02% 6
2022
Q1 		$6.45M Buy
62,208
+2,244
+4% +$201K 3.93% 3
2021
Q4 		$5.56M Buy
59,964
+486
+0.8% +$42K 3.12% 6
2021
Q3 		$4.75M Buy
59,478
+822
+1% +$57.8K 2.68% 6
2021
Q2 		$3.63M Buy
58,656
+2,022
+4% +$120K 2.05% 16
2021
Q1 		$3.04M Buy
56,634
+2,904
+5% +$173K 1.95% 18
2020
Q4 		$3.18M Buy
+53,730
New +$2.51M 2.26% 12

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Bouvel Investment Partners's PANW Position: Q2 2026 in Review

Bouvel Investment Partners reduced its Palo Alto Networks (PANW) stake by 1.2% in Q2 2026, selling an estimated $84.5K and leaving 30,966 shares worth $10.6M. The position accounts for 2.39% of the portfolio, ranked #10.

Bouvel Investment Partners first reported a position in PANW in Q4 2020 and has held it in 23 quarters since. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Bouvel Investment Partners held 30,966 shares of Palo Alto Networks worth $10.6M as of Q2 2026.
  • Bouvel Investment Partners sold 369 Palo Alto Networks shares in Q2 2026, an estimated $84.5K.
  • Palo Alto Networks made up 2.39% of Bouvel Investment Partners's portfolio in Q2 2026, its #10 holding.
  • Bouvel Investment Partners first reported a position in Palo Alto Networks in Q4 2020 and has held it in 23 quarters since.
  • 935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.