Cerity Partners
PANW icon

Cerity Partners’s Palo Alto Networks PANW Stock Holding History

Cerity Partners’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 		$345M Sell
1,012,015
-22,989
-2% -$5.26M 0.42% 40
2026
Q1 		$166M Buy
1,035,004
+85,818
+9% +$14.4M 0.23% 85
2025
Q4 		$175M Buy
949,186
+48,252
+5% +$9.73M 0.25% 77
2025
Q3 		$183M Buy
900,934
+27,808
+3% +$5.32M 0.3% 68
2025
Q2 		$179M Buy
873,126
+18,547
+2% +$3.44M 0.32% 59
2025
Q1 		$146M Buy
854,579
+35,181
+4% +$6.51M 0.3% 70
2024
Q4 		$153M Sell
819,398
-57,806
-7% -$10.9M 0.33% 61
2024
Q3 		$150M Buy
877,204
+58,244
+7% +$9.8M 0.33% 63
2024
Q2 		$139M Buy
818,960
+12,248
+2% +$1.83M 0.37% 55
2024
Q1 		$115M Buy
806,712
+131,236
+19% +$20.7M 0.3% 67
2023
Q4 		$99.6M Buy
675,476
+211,878
+46% +$28.3M 0.33% 66
2023
Q3 		$54.3M Sell
463,598
-11,730
-2% -$1.39M 0.26% 98
2023
Q2 		$60.7M Buy
475,328
+29,446
+7% +$3.06M 0.24% 98
2023
Q1 		$77.1M Buy
445,882
+12,296
+3% +$1.04M 0.18% 81
2022
Q4 		$30.3M Buy
433,586
+373,382
+620% +$30M 0.19% 118
2022
Q3 		$4.93M Buy
60,204
+5,364
+10% +$465K 0.06% 234
2022
Q2 		$4.46M Buy
54,840
+6,318
+13% +$560K 0.05% 263
2022
Q1 		$5.04M Buy
48,522
+16,326
+51% +$1.46M 0.08% 191
2021
Q4 		$2.99M Buy
32,196
+474
+1% +$41K 0.05% 260
2021
Q3 		$2.53M Buy
31,722
+2,484
+8% +$175K 0.06% 231
2021
Q2 		$1.81M Buy
29,238
+11,730
+67% +$695K 0.04% 280
2021
Q1 		$940K Sell
17,508
-990
-5% -$58.8K 0.02% 353
2020
Q4 		$1.1M Sell
18,498
-1,968
-10% -$91.9K 0.04% 292
2020
Q3 		$835K Buy
+20,466
New +$851K 0.03% 265
2019
Q2 		– Sell
-6,348
Closed -$257K – 561
2019
Q1 		$257K Buy
+6,348
New +$235K 0.02% 449
2018
Q4 		– Sell
-6,018
Closed -$226K – 544
2018
Q3 		$226K Buy
+6,018
New +$219K 0.02% 486

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cerity Partners's PANW Position: Q2 2026 in Review

Cerity Partners reduced its Palo Alto Networks (PANW) stake by 2.2% in Q2 2026, selling an estimated $5.26M and leaving 1,012,015 shares worth $345M. The position accounts for 0.42% of the portfolio, ranked #40.

Cerity Partners first reported a position in PANW in Q3 2018 and has held it in 26 quarters since. 2,650 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Cerity Partners held 1,012,015 shares of Palo Alto Networks worth $345M as of Q2 2026.
  • Cerity Partners sold 22,989 Palo Alto Networks shares in Q2 2026, an estimated $5.26M.
  • Palo Alto Networks made up 0.42% of Cerity Partners's portfolio in Q2 2026, its #40 holding.
  • Cerity Partners first reported a position in Palo Alto Networks in Q3 2018 and has held it in 26 quarters since.
  • 2,650 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.