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Claret Asset Management’s Palo Alto Networks PANW Stock Holding History

Claret Asset 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 		$460K Sell
1,348
-565
-30% -$129K 0.05% 118
2026
Q1 		$307K Buy
1,913
+128
+7% +$21.5K 0.04% 185
2025
Q4 		$329K Buy
1,785
+42
+2% +$8.47K 0.04% 158
2025
Q3 		$355K Buy
1,743
+114
+7% +$21.8K 0.04% 132
2025
Q2 		$333K Sell
1,629
-79
-5% -$14.7K 0.04% 127
2025
Q1 		$291K Buy
1,708
+1
+0.1% +$185 0.04% 152
2024
Q4 		$311K Buy
1,707
+13
+0.8% +$2.46K 0.05% 125
2024
Q3 		$290K Buy
1,694
+6
+0.4% +$1.01K 0.05% 121
2024
Q2 		$286K Buy
1,688
+144
+9% +$21.5K 0.05% 119
2024
Q1 		$219K Sell
1,544
-86
-5% -$13.6K 0.04% 168
2023
Q4 		$240K Buy
+1,630
New +$218K 0.04% 131
2022
Q2 		– Sell
-2,376
Closed -$247K – 163
2022
Q1 		$247K Hold
2,376
– – 0.05% 130
2021
Q4 		$220K Buy
+2,376
New +$206K 0.04% 146

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Claret Asset Management's PANW Position: Q2 2026 in Review

Claret Asset Management reduced its Palo Alto Networks (PANW) stake by 30% in Q2 2026, selling an estimated $129K and leaving 1,348 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #118.

Claret Asset Management first reported a position in PANW in Q4 2021 and has held it in 13 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Claret Asset Management held 1,348 shares of Palo Alto Networks worth $460K as of Q2 2026.
  • Claret Asset Management sold 565 Palo Alto Networks shares in Q2 2026, an estimated $129K.
  • Palo Alto Networks made up 0.05% of Claret Asset Management's portfolio in Q2 2026, its #118 holding.
  • Claret Asset Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 13 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.