Contravisory Investment Management’s Palo Alto Networks PANW Stock Holding History

Contravisory Investment 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	$16.7K	Buy	+49	New	+$11.2K	﹤0.01%	321
2026 Q1	–	Sell	-2,642	Closed	-$487K	–	411
2025 Q4	$487K	Sell	2,642 -100	-4%	-$20.2K	0.1%	146
2025 Q3	$558K	Buy	2,742 +48	+2%	+$9.19K	0.11%	136
2025 Q2	$551K	Buy	2,694 +137	+5%	+$25.4K	0.11%	131
2025 Q1	$436K	Buy	2,557 +17	+0.7%	+$3.14K	0.09%	168
2024 Q4	$462K	Buy	2,540 +2,520	+12,600%	+$476K	0.1%	153
2024 Q3	$3.42K	Hold	20	–	–	﹤0.01%	323
2024 Q2	$3.39K	Hold	20	–	–	﹤0.01%	325
2024 Q1	$2.84K	Hold	20	–	–	﹤0.01%	331
2023 Q4	$2.95K	Buy	+20	New	+$2.67K	﹤0.01%	345
2016 Q2	–	Sell	-227,580	Closed	-$6.19M	–	226
2016 Q1	$6.19M	Sell	227,580 -31,842	-12%	-$783K	1.81%	33
2015 Q4	$7.62M	Sell	259,422 -47,880	-16%	-$1.38M	2.03%	27
2015 Q3	$8.81M	Buy	+307,302	New	+$9.07M	2.07%	29

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Contravisory Investment Management's PANW Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 49 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in PANW as recently as Q4 2025.

Contravisory Investment Management first reported a position in PANW in Q3 2015 and has held it in 13 quarters since. The position peaked at $8.81M in Q3 2015. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Contravisory Investment Management held 49 shares of Palo Alto Networks worth $16.7K as of Q2 2026.
Palo Alto Networks was a new Contravisory Investment Management position in Q2 2026.
Palo Alto Networks made up ﹤0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #321 holding.
Contravisory Investment Management first reported a position in Palo Alto Networks in Q3 2015 and has held it in 13 quarters since.
Contravisory Investment Management's Palo Alto Networks position peaked at $8.81M in Q3 2015.
1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.