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Bridges Investment Management’s Palo Alto Networks PANW Stock Holding History

Bridges Investment 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 		$231M Buy
678,562
+22,141
+3% +$5.07M 2.81% 9
2026
Q1 		$105M Sell
656,421
-17,966
-3% -$3.02M 1.43% 21
2025
Q4 		$124M Sell
674,387
-12,935
-2% -$2.61M 1.58% 17
2025
Q3 		$140M Sell
687,322
-10,996
-2% -$2.1M 1.79% 16
2025
Q2 		$143M Sell
698,318
-4,866
-0.7% -$904K 1.93% 16
2025
Q1 		$120M Sell
703,184
-4,768
-0.7% -$882K 1.73% 17
2024
Q4 		$129M Sell
707,952
-14,784
-2% -$2.79M 1.8% 17
2024
Q3 		$124M Buy
722,736
+37,544
+5% +$6.32M 1.73% 16
2024
Q2 		$116M Buy
685,192
+327,124
+91% +$48.9M 1.77% 16
2024
Q1 		$50.9M Sell
358,068
-96
-0% -$15.1K 1.59% 19
2023
Q4 		$52.8M Sell
358,164
-24,664
-6% -$3.3M 1.75% 18
2023
Q3 		$44.9M Sell
382,828
-17,300
-4% -$2.05M 1.59% 19
2023
Q2 		$51.1M Sell
400,128
-9,204
-2% -$958K 1.72% 18
2023
Q1 		$40.9M Buy
409,332
+9,160
+2% +$776K 1.45% 20
2022
Q4 		$27.9M Sell
400,172
-21,648
-5% -$1.74M 1.03% 30
2022
Q3 		$34.5M Sell
421,820
-1,114
-0.3% -$96.5K 1.33% 21
2022
Q2 		$34.8M Sell
422,934
-8,004
-2% -$710K 1.27% 22
2022
Q1 		$44.7M Buy
430,938
+2,664
+0.6% +$238K 1.38% 21
2021
Q4 		$39.7M Sell
428,274
-702
-0.2% -$60.7K 1.16% 30
2021
Q3 		$34.2M Buy
428,976
+2,844
+0.7% +$200K 1.08% 30
2021
Q2 		$26.4M Sell
426,132
-10,992
-3% -$651K 0.78% 35
2021
Q1 		$23.5M Buy
437,124
+2,982
+0.7% +$177K 0.69% 39
2020
Q4 		$25.7M Sell
434,142
-8,802
-2% -$411K 0.79% 33
2020
Q3 		$18.1M Sell
442,944
-474
-0.1% -$19.7K 0.61% 45
2020
Q2 		$17M Sell
443,418
-7,386
-2% -$260K 0.62% 43
2020
Q1 		$12.3M Buy
450,804
+56,028
+14% +$1.96M 0.56% 49
2019
Q4 		$15.2M Buy
394,776
+66,522
+20% +$2.52M 0.56% 47
2019
Q3 		$11.2M Buy
328,254
+92,142
+39% +$3.26M 0.43% 53
2019
Q2 		$8.02M Buy
236,112
+138,012
+141% +$5.16M 0.31% 69
2019
Q1 		$3.97M Buy
+98,100
New +$3.64M 0.16% 97

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

Bridges Investment Management's PANW Position: Q2 2026 in Review

Bridges Investment Management increased its Palo Alto Networks (PANW) stake by 3.4% in Q2 2026, buying an estimated $5.07M and bringing the position to 678,562 shares worth $231M. The position accounts for 2.81% of the portfolio, ranked #9.

Bridges Investment Management first reported a position in PANW in Q1 2019 and has held it in 30 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Bridges Investment Management held 678,562 shares of Palo Alto Networks worth $231M as of Q2 2026.
  • Bridges Investment Management bought 22,141 Palo Alto Networks shares in Q2 2026, an estimated $5.07M.
  • Palo Alto Networks made up 2.81% of Bridges Investment Management's portfolio in Q2 2026, its #9 holding.
  • Bridges Investment Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 30 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.