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

Compass 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	$25.1M	Sell	73,515 -903	-1%	-$207K	1.51%	26
2026 Q1	$11.9M	Buy	74,418 +624	+0.8%	+$105K	0.72%	31
2025 Q4	$13.6M	Sell	73,794 -16,043	-18%	-$3.24M	0.76%	30
2025 Q3	$18.3M	Sell	89,837 -11,513	-11%	-$2.2M	0.97%	26
2025 Q2	$20.7M	Buy	+101,350	New	+$18.8M	1.11%	26

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 $3.37T AUM 44.26% 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

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

Compass Capital Management reduced its Palo Alto Networks (PANW) stake by 1.2% in Q2 2026, selling an estimated $207K and leaving 73,515 shares worth $25.1M. The position accounts for 1.51% of the portfolio, ranked #26.

Compass Capital Management first reported a position in PANW in Q2 2025 and has held it in 5 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Compass Capital Management held 73,515 shares of Palo Alto Networks worth $25.1M as of Q2 2026.
Compass Capital Management sold 903 Palo Alto Networks shares in Q2 2026, an estimated $207K.
Palo Alto Networks made up 1.51% of Compass Capital Management's portfolio in Q2 2026, its #26 holding.
Compass Capital Management first reported a position in Palo Alto Networks in Q2 2025 and has held it in 5 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Compass Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.