Calamos Wealth Management’s Palo Alto Networks PANW Stock Holding History

Calamos Wealth 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	$16.2M	Buy	47,601 +1,441	+3%	+$330K	0.49%	48
2026 Q1	$7.4M	Buy	46,160 +43,685	+1,765%	+$7.34M	0.25%	79
2025 Q4	$456K	Buy	2,475 +726	+42%	+$146K	0.02%	282
2025 Q3	$356K	Sell	1,749 -332	-16%	-$63.6K	0.01%	314
2025 Q2	$426K	Buy	+2,081	New	+$386K	0.02%	257
2024 Q3	–	Sell	-1,400	Closed	-$237K	–	335
2024 Q2	$237K	Buy	+1,400	New	+$209K	0.01%	271
2015 Q2	–	Sell	-23,598	Closed	-$575K	–	234
2015 Q1	$575K	Sell	23,598 -44,748	-65%	-$1M	0.14%	169
2014 Q4	$1.4M	Sell	68,346 -390	-0.6%	-$7.19K	0.4%	95
2014 Q3	$1.12M	Sell	68,736 -60	-0.1%	-$861	0.32%	112
2014 Q2	$961K	Sell	68,796 -1,140	-2%	-$13.3K	0.27%	127
2014 Q1	$800K	Sell	69,936 -7,230	-9%	-$82K	0.24%	141
2013 Q4	$739K	Sell	77,166 -834	-1%	-$6.61K	0.23%	143
2013 Q3	$596K	Buy	78,000 +17,520	+29%	+$138K	0.19%	159
2013 Q2	$425K	Buy	+60,480	New	+$504K	0.15%	168

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

Calamos Wealth Management's PANW Position: Q2 2026 in Review

Calamos Wealth Management increased its Palo Alto Networks (PANW) stake by 3.1% in Q2 2026, buying an estimated $330K and bringing the position to 47,601 shares worth $16.2M. The position accounts for 0.49% of the portfolio, ranked #48.

Calamos Wealth Management first reported a position in PANW in Q2 2013 and has held it in 14 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Calamos Wealth Management held 47,601 shares of Palo Alto Networks worth $16.2M as of Q2 2026.
Calamos Wealth Management bought 1,441 Palo Alto Networks shares in Q2 2026, an estimated $330K.
Palo Alto Networks made up 0.49% of Calamos Wealth Management's portfolio in Q2 2026, its #48 holding.
Calamos Wealth Management first reported a position in Palo Alto Networks in Q2 2013 and has held it in 14 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.