Coldstream Capital Management’s Palo Alto Networks PANW Stock Holding History

Coldstream Capital 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	$7.09M	Buy	20,792 +3,356	+19%	+$768K	0.09%	123
2026 Q1	$2.8M	Buy	17,436 +2,163	+14%	+$363K	0.03%	217
2025 Q4	$2.81M	Buy	15,273 +352	+2%	+$71K	0.04%	210
2025 Q3	$3.04M	Sell	14,921 -536	-3%	-$103K	0.04%	207
2025 Q2	$3.16M	Buy	15,457 +640	+4%	+$119K	0.05%	189
2025 Q1	$2.53M	Sell	14,817 -329	-2%	-$60.8K	0.05%	205
2024 Q4	$2.76M	Sell	15,146 -40	-0.3%	-$7.56K	0.06%	186
2024 Q3	$2.69M	Buy	15,186 +4,762	+46%	+$802K	0.06%	184
2024 Q2	$1.77M	Buy	10,424 +482	+5%	+$72.1K	0.04%	231
2024 Q1	$1.41M	Buy	9,942 +2,136	+27%	+$337K	0.04%	257
2023 Q4	$1.15M	Buy	7,806 +3,754	+93%	+$502K	0.03%	267
2023 Q3	$475K	Buy	4,052 +1,504	+59%	+$178K	0.02%	447
2023 Q2	$326K	Buy	2,548 +340	+15%	+$35.4K	0.01%	594
2023 Q1	$221K	Buy	+2,208	New	+$187K	0.01%	748
2014 Q4	–	Sell	-540,000	Closed	-$8.83M	–	213
2014 Q3	$8.83M	Buy	+540,000	New	+$7.75M	2.51%	9

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's PANW Position: Q2 2026 in Review

Coldstream Capital Management increased its Palo Alto Networks (PANW) stake by 19% in Q2 2026, buying an estimated $768K and bringing the position to 20,792 shares worth $7.09M. The position accounts for 0.09% of the portfolio, ranked #123.

Coldstream Capital Management first reported a position in PANW in Q3 2014 and has held it in 15 quarters since. The position peaked at $8.83M in Q3 2014. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Coldstream Capital Management held 20,792 shares of Palo Alto Networks worth $7.09M as of Q2 2026.
Coldstream Capital Management bought 3,356 Palo Alto Networks shares in Q2 2026, an estimated $768K.
Palo Alto Networks made up 0.09% of Coldstream Capital Management's portfolio in Q2 2026, its #123 holding.
Coldstream Capital Management first reported a position in Palo Alto Networks in Q3 2014 and has held it in 15 quarters since.
Coldstream Capital Management's Palo Alto Networks position peaked at $8.83M in Q3 2014.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.