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Burr Financial Services’s Palo Alto Networks PANW Stock Holding History

Burr Financial Services’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 		$2.64M Buy
7,754
+265
+4% +$60.7K 1.64% 12
2026
Q1 		$1.2M Sell
7,489
-32,474
-81% -$5.46M 0.95% 13
2025
Q4 		$7.36M Sell
39,963
-818
-2% -$165K 5.51% 8
2025
Q3 		$8.3M Sell
40,781
-2,450
-6% -$469K 6.17% 6
2025
Q2 		$8.85M Sell
43,231
-9,061
-17% -$1.68M 7.44% 6
2025
Q1 		$8.92M Sell
52,292
-142
-0.3% -$26.3K 7% 5
2024
Q4 		$9.54M Buy
52,434
+2,140
+4% +$404K 6.44% 6
2024
Q3 		$8.6M Sell
50,294
-564
-1% -$94.9K 6.09% 5
2024
Q2 		$8.62M Sell
50,858
-2,524
-5% -$378K 6.02% 5
2024
Q1 		$8.15M Buy
53,382
+1,126
+2% +$178K 6.36% 6
2023
Q4 		$8.46M Buy
+52,256
New +$6.99M 6.47% 6

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Burr Financial Services's PANW Position: Q2 2026 in Review

Burr Financial Services increased its Palo Alto Networks (PANW) stake by 3.5% in Q2 2026, buying an estimated $60.7K and bringing the position to 7,754 shares worth $2.64M. The position accounts for 1.64% of the portfolio, ranked #12.

Burr Financial Services first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.54M in Q4 2024. 2,783 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Burr Financial Services held 7,754 shares of Palo Alto Networks worth $2.64M as of Q2 2026.
  • Burr Financial Services bought 265 Palo Alto Networks shares in Q2 2026, an estimated $60.7K.
  • Palo Alto Networks made up 1.64% of Burr Financial Services's portfolio in Q2 2026, its #12 holding.
  • Burr Financial Services first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • Burr Financial Services's Palo Alto Networks position peaked at $9.54M in Q4 2024.
  • 2,783 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.