CG
PANW icon

Carmignac Gestion’s Palo Alto Networks PANW Stock Holding History

Carmignac Gestion’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
2025
Q2 		– Sell
-3,000
Closed -$512K – 158
2025
Q1 		$512K Sell
3,000
-18,352
-86% -$3.39M 0.01% 132
2024
Q4 		$3.89M Hold
21,352
– – 0.06% 84
2024
Q3 		$3.64M Buy
21,352
+140
+0.7% +$23.6K 0.06% 97
2024
Q2 		$3.6M Buy
21,212
+1,874
+10% +$280K 0.06% 91
2024
Q1 		$2.74M Sell
19,338
-11,814
-38% -$1.86M 0.04% 89
2023
Q4 		$4.6M Buy
31,152
+8,266
+36% +$1.11M 0.08% 75
2023
Q3 		$2.68M Sell
22,886
-742,358
-97% -$87.8M 0.05% 91
2023
Q2 		$97.7M Sell
765,244
-975,680
-56% -$102M 1.68% 17
2023
Q1 		$174M Buy
1,740,924
+264,168
+18% +$22.4M 2.89% 11
2022
Q4 		$103M Sell
1,476,756
-558,324
-27% -$44.8M 1.86% 21
2022
Q3 		$167M Sell
2,035,080
-192,036
-9% -$16.6M 3.58% 10
2022
Q2 		$183M Sell
2,227,116
-315,978
-12% -$28M 3.88% 10
2022
Q1 		$264M Sell
2,543,094
-455,448
-15% -$40.8M 4.26% 8
2021
Q4 		$278M Buy
2,998,542
+1,490,742
+99% +$129M 3.89% 10
2021
Q3 		$120M Buy
+1,507,800
New +$106M 1.5% 24

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carmignac Gestion's PANW Position: Q2 2025 in Review

Carmignac Gestion sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 3,000 shares — an estimated $512K sold.

Carmignac Gestion first reported a position in PANW in Q3 2021 and held it in 15 quarters. The position peaked at $278M in Q4 2021. 2,373 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

  • Carmignac Gestion reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
  • Carmignac Gestion sold 3,000 Palo Alto Networks shares in Q2 2025, an estimated $512K.
  • Carmignac Gestion first reported a position in Palo Alto Networks in Q3 2021 and held it in 15 quarters.
  • Carmignac Gestion's Palo Alto Networks position peaked at $278M in Q4 2021.
  • 2,373 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Carmignac Gestion's 13F filing for Q2 2025, filed 13 Aug 2025.