Coastal Bridge Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.8M | Sell |
63,911
-2,431
| -4% | -$556K | 1.35% | 14 |
|
|
2026
Q1 | $10.6M | Buy |
66,342
+10,774
| +19% | +$1.81M | 0.75% | 32 |
|
|
2025
Q4 | $10.2M | Sell |
55,568
-2
| -0% | -$403 | 0.76% | 30 |
|
|
2025
Q3 | $11.3M | Buy |
55,570
+704
| +1% | +$135K | 0.86% | 26 |
|
|
2025
Q2 | $11.2M | Sell |
54,866
-82
| -0.1% | -$15.2K | 0.93% | 21 |
|
|
2025
Q1 | $9.38M | Buy |
54,948
+20,299
| +59% | +$3.75M | 0.85% | 24 |
|
|
2024
Q4 | $6.3M | Sell |
34,649
-445
| -1% | -$84.1K | 1.59% | 17 |
|
|
2024
Q3 | $6M | Buy |
35,094
+68
| +0.2% | +$11.4K | 1.49% | 17 |
|
|
2024
Q2 | $5.94M | Sell |
35,026
-144
| -0.4% | -$21.5K | 1.47% | 17 |
|
|
2024
Q1 | $5M | Hold |
35,170
| – | – | 1.15% | 17 |
|
|
2023
Q4 | $5.19M | Sell |
35,170
-104
| -0.3% | -$13.9K | 1.33% | 16 |
|
|
2023
Q3 | $4.13M | Sell |
35,274
-374
| -1% | -$44.3K | 1.11% | 20 |
|
|
2023
Q2 | $4.55M | Sell |
35,648
-4,800
| -12% | -$499K | 1.12% | 19 |
|
|
2023
Q1 | $4.04M | Hold |
40,448
| – | – | 1.02% | 20 |
|
|
2022
Q4 | $2.82M | Buy |
40,448
+68
| +0.2% | +$5.46K | 0.8% | 26 |
|
|
2022
Q3 | $3.31M | Sell |
40,380
-126
| -0.3% | -$10.9K | 0.89% | 24 |
|
|
2022
Q2 | $3.33M | Sell |
40,506
-774
| -2% | -$68.6K | 1.03% | 21 |
|
|
2022
Q1 | $4.28M | Sell |
41,280
-59,976
| -59% | -$5.37M | 0.99% | 21 |
|
|
2021
Q4 | $7.76M | Buy |
101,256
+53,262
| +111% | +$4.61M | 1.62% | 11 |
|
|
2021
Q3 | $3.83M | Sell |
47,994
-330
| -0.7% | -$23.2K | 0.89% | 23 |
|
|
2021
Q2 | $2.99M | Sell |
48,324
-168
| -0.3% | -$9.95K | 0.61% | 30 |
|
|
2021
Q1 | $2.6M | Sell |
48,492
-300
| -0.6% | -$17.8K | 0.48% | 28 |
|
|
2020
Q4 | $2.89M | Sell |
48,792
-396
| -0.8% | -$18.5K | 0.57% | 24 |
|
|
2020
Q3 | $2.01M | Sell |
49,188
-1,224
| -2% | -$50.9K | 0.61% | 31 |
|
|
2020
Q2 | $1.93M | Sell |
50,412
-348
| -0.7% | -$12.3K | 0.62% | 30 |
|
|
2020
Q1 | $1.39M | Sell |
50,760
-492
| -1% | -$17.2K | 0.51% | 33 |
|
|
2019
Q4 | $1.98M | Buy |
51,252
+60
| +0.1% | +$2.27K | 0.51% | 29 |
|
|
2019
Q3 | $1.74M | Hold |
51,192
| – | – | 0.59% | 29 |
|
|
2019
Q2 | $1.74M | Sell |
51,192
-36
| -0.1% | -$1.35K | 0.51% | 30 |
|
|
2019
Q1 | $2.07M | Sell |
51,228
-3,516
| -6% | -$130K | 0.72% | 24 |
|
|
2018
Q4 | $1.72M | Sell |
54,744
-1,662
| -3% | -$51.8K | 0.68% | 25 |
|
|
2018
Q3 | $2.12M | Sell |
56,406
-10,140
| -15% | -$369K | 0.81% | 22 |
|
|
2018
Q2 | $2.28M | Sell |
66,546
-2,970
| -4% | -$99K | 0.92% | 16 |
|
|
2018
Q1 | $2.1M | Buy |
69,516
+720
| +1% | +$20K | 0.76% | 16 |
|
|
2017
Q4 | $1.7M | Sell |
68,796
-816
| -1% | -$19.9K | 0.54% | 24 |
|
|
2017
Q3 | $1.67M | Sell |
69,612
-1,680
| -2% | -$38.3K | 0.55% | 20 |
|
|
2017
Q2 | $1.59M | Sell |
71,292
-50,484
| -41% | -$1.02M | 0.54% | 20 |
|
|
2017
Q1 | $2.29M | Sell |
121,776
-9,318
| -7% | -$208K | 0.78% | 15 |
|
|
2016
Q4 | $2.73M | Buy |
+131,094
| New | +$3.14M | 1.06% | 14 |
|
Other funds holding PANW
Coastal Bridge Advisors's PANW Position: Q2 2026 in Review
Coastal Bridge Advisors reduced its Palo Alto Networks (PANW) stake by 3.7% in Q2 2026, selling an estimated $556K and leaving 63,911 shares worth $21.8M. The position accounts for 1.35% of the portfolio, ranked #14.
Coastal Bridge Advisors first reported a position in PANW in Q4 2016 and has held it in 39 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Coastal Bridge Advisors held 63,911 shares of Palo Alto Networks worth $21.8M as of Q2 2026.
- Coastal Bridge Advisors sold 2,431 Palo Alto Networks shares in Q2 2026, an estimated $556K.
- Palo Alto Networks made up 1.35% of Coastal Bridge Advisors's portfolio in Q2 2026, its #14 holding.
- Coastal Bridge Advisors first reported a position in Palo Alto Networks in Q4 2016 and has held it in 39 quarters since.
- 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.