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Braun Stacey Associates’s Palo Alto Networks PANW Stock Holding History

Braun Stacey Associates’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 		$42.8M Buy
125,615
+8,527
+7% +$1.95M 1.21% 22
2026
Q1 		$18.8M Sell
117,088
-4,798
-4% -$806K 0.62% 70
2025
Q4 		$22.5M Sell
121,886
-395
-0.3% -$79.7K 0.73% 59
2025
Q3 		$24.9M Sell
122,281
-10,887
-8% -$2.08M 0.82% 50
2025
Q2 		$27.3M Sell
133,168
-11,394
-8% -$2.12M 0.99% 33
2025
Q1 		$24.7M Sell
144,562
-5,455
-4% -$1.01M 1.01% 36
2024
Q4 		$27.3M Sell
150,017
-3,037
-2% -$574K 1.02% 33
2024
Q3 		$26.2M Sell
153,054
-15,026
-9% -$2.53M 0.99% 35
2024
Q2 		$28.5M Sell
168,080
-9,488
-5% -$1.42M 1.1% 24
2024
Q1 		$25.2M Sell
177,568
-48,568
-21% -$7.66M 1% 35
2023
Q4 		$33.3M Sell
226,136
-24,294
-10% -$3.25M 1.49% 14
2023
Q3 		$29.4M Sell
250,430
-8,700
-3% -$1.03M 1.43% 13
2023
Q2 		$33.1M Sell
259,130
-276,702
-52% -$28.8M 1.54% 8
2023
Q1 		$53.5M Buy
535,832
+269,022
+101% +$22.8M 1.4% 9
2022
Q4 		$18.6M Sell
266,810
-4,538
-2% -$364K 1.06% 40
2022
Q3 		$22.2M Buy
271,348
+20,410
+8% +$1.77M 1.35% 12
2022
Q2 		$20.7M Buy
250,938
+79,596
+46% +$7.06M 1.18% 19
2022
Q1 		$17.8M Buy
+171,342
New +$15.3M 0.74% 67
2016
Q2 		– Sell
-451,758
Closed -$12.3M – 152
2016
Q1 		$12.3M Sell
451,758
-23,964
-5% -$589K 0.8% 68
2015
Q4 		$14M Buy
475,722
+140,484
+42% +$4.05M 0.88% 68
2015
Q3 		$9.61M Buy
+335,238
New +$9.89M 0.64% 85

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

Braun Stacey Associates's PANW Position: Q2 2026 in Review

Braun Stacey Associates increased its Palo Alto Networks (PANW) stake by 7.3% in Q2 2026, buying an estimated $1.95M and bringing the position to 125,615 shares worth $42.8M. The position accounts for 1.21% of the portfolio, ranked #22.

Braun Stacey Associates first reported a position in PANW in Q3 2015 and has held it in 21 quarters since. The position peaked at $53.5M in Q1 2023. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Braun Stacey Associates held 125,615 shares of Palo Alto Networks worth $42.8M as of Q2 2026.
  • Braun Stacey Associates bought 8,527 Palo Alto Networks shares in Q2 2026, an estimated $1.95M.
  • Palo Alto Networks made up 1.21% of Braun Stacey Associates's portfolio in Q2 2026, its #22 holding.
  • Braun Stacey Associates first reported a position in Palo Alto Networks in Q3 2015 and has held it in 21 quarters since.
  • Braun Stacey Associates's Palo Alto Networks position peaked at $53.5M in Q1 2023.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.