Bryn Mawr Capital Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$882K Sell
2,585
-294
-10% -$67.3K 0.04% 228
2026
Q1
$462K Sell
2,879
-816
-22% -$137K 0.02% 287
2025
Q4
$681K Buy
3,695
+317
+9% +$64K 0.03% 242
2025
Q3
$688K Buy
3,378
+655
+24% +$125K 0.03% 238
2025
Q2
$557K Buy
2,723
+1,101
+68% +$204K 0.03% 252
2025
Q1
$277K Buy
+1,622
New +$300K 0.02% 331

Other funds holding PANW

Bryn Mawr Capital Management's PANW Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its Palo Alto Networks (PANW) stake by 10% in Q2 2026, selling an estimated $67.3K and leaving 2,585 shares worth $882K. The position accounts for 0.04% of the portfolio, ranked #228.

Bryn Mawr Capital Management first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Bryn Mawr Capital Management held 2,585 shares of Palo Alto Networks worth $882K as of Q2 2026.
  • Bryn Mawr Capital Management sold 294 Palo Alto Networks shares in Q2 2026, an estimated $67.3K.
  • Palo Alto Networks made up 0.04% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #228 holding.
  • Bryn Mawr Capital Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.