Brandywine Managers’s Palo Alto Networks PANW Stock Holding History

Brandywine Managers’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	$1.6M	Hold	4,689	–	–	0.79%	14
2026 Q1	$752K	Buy	+4,689	New	+$788K	0.44%	21
2024 Q2	–	Sell	-8,150	Closed	-$1.16M	–	39
2024 Q1	$1.16M	Buy	8,150 +740	+10%	+$117K	1.14%	11
2023 Q4	$1.09M	Hold	7,410	–	–	1.2%	10
2023 Q3	$869K	Hold	7,410	–	–	1.47%	11
2023 Q2	$947K	Hold	7,410	–	–	0.63%	21
2023 Q1	$740K	Hold	7,410	–	–	0.53%	24
2022 Q4	$517K	Hold	7,410	–	–	1.81%	19
2022 Q3	$607K	Hold	7,410	–	–	2%	19
2022 Q2	$610K	Hold	7,410	–	–	1.49%	19
2022 Q1	$769K	Hold	7,410	–	–	1.33%	19
2021 Q4	$688K	Hold	7,410	–	–	0.78%	29
2021 Q3	$592K	Hold	7,410	–	–	0.62%	33
2021 Q2	$458K	Hold	7,410	–	–	0.52%	36
2021 Q1	$398K	Buy	7,410 +810	+12%	+$48.1K	0.53%	36
2020 Q4	$391K	Hold	6,600	–	–	0.54%	32
2020 Q3	$269K	Hold	6,600	–	–	0.51%	32
2020 Q2	$253K	Buy	+6,600	New	+$233K	1.04%	33
2020 Q1	–	Sell	-6,600	Closed	-$254K	–	45
2019 Q4	$254K	Hold	6,600	–	–	0.08%	40
2019 Q3	$224K	Hold	6,600	–	–	0.07%	43
2019 Q2	$224K	Hold	6,600	–	–	0.08%	45
2019 Q1	$267K	Hold	6,600	–	–	0.11%	44
2018 Q4	$207K	Hold	6,600	–	–	0.1%	44
2018 Q3	$248K	Hold	6,600	–	–	0.11%	31
2018 Q2	$226K	Buy	+6,600	New	+$220K	0.09%	33

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

Brandywine Managers's PANW Position: Q2 2026 in Review

Brandywine Managers held its Palo Alto Networks (PANW) position steady in Q2 2026 at 4,689 shares worth $1.6M. The position accounts for 0.79% of the portfolio, ranked #14.

Brandywine Managers first reported a position in PANW in Q2 2018 and has held it in 25 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Brandywine Managers held 4,689 shares of Palo Alto Networks worth $1.6M as of Q2 2026.
Brandywine Managers left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.79% of Brandywine Managers's portfolio in Q2 2026, its #14 holding.
Brandywine Managers first reported a position in Palo Alto Networks in Q2 2018 and has held it in 25 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Brandywine Managers's 13F filing for Q2 2026, filed 14 Aug 2026.