Concord Asset Management (Virginia)’s Palo Alto Networks PANW Stock Holding History

Concord Asset Management (Virginia)’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	–	Sell	-9,668	Closed	-$1.55M	–	131
2026 Q1	$1.55M	Buy	9,668 +1,014	+12%	+$170K	0.26%	79
2025 Q4	$1.59M	Buy	8,654 +359	+4%	+$72.4K	0.28%	78
2025 Q3	$1.69M	Buy	8,295 +2,123	+34%	+$406K	0.31%	75
2025 Q2	$1.26M	Buy	6,172 +95	+2%	+$17.6K	0.19%	114
2025 Q1	$1.02M	Buy	6,077 +605	+11%	+$112K	0.23%	94
2024 Q4	$996K	Buy	5,472 +398	+8%	+$75.2K	0.22%	83
2024 Q3	$867K	Buy	5,074 +450	+10%	+$75.7K	0.2%	80
2024 Q2	$784K	Buy	4,624 +602	+15%	+$90K	0.19%	88
2024 Q1	$571K	Buy	4,022 +516	+15%	+$81.4K	0.15%	98
2023 Q4	$517K	Buy	3,506 +1,246	+55%	+$167K	0.15%	91
2023 Q3	$265K	Buy	+2,260	New	+$267K	0.09%	111

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

Concord Asset Management (Virginia)'s PANW Position: Q2 2026 in Review

Concord Asset Management (Virginia) sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 9,668 shares — an estimated $1.55M sold.

Concord Asset Management (Virginia) first reported a position in PANW in Q3 2023 and held it in 11 quarters. The position peaked at $1.69M in Q3 2025. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Concord Asset Management (Virginia) reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
Concord Asset Management (Virginia) sold 9,668 Palo Alto Networks shares in Q2 2026, an estimated $1.55M.
Concord Asset Management (Virginia) first reported a position in Palo Alto Networks in Q3 2023 and held it in 11 quarters.
Concord Asset Management (Virginia)'s Palo Alto Networks position peaked at $1.69M in Q3 2025.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.