Corient IA’s Palo Alto Networks PANW Stock Holding History

Corient IA’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	$2.7M	Sell	7,910 -7,224	-48%	-$1.65M	2.49%	2
2026 Q1	$2.43M	Buy	15,134 +4,334	+40%	+$728K	2.28%	2
2025 Q4	$1.99M	Hold	10,800	–	–	1.87%	3
2025 Q3	$2.2M	Hold	10,800	–	–	1.64%	4
2025 Q2	$2.21M	Sell	10,800 -200	-2%	-$37.1K	1.3%	4
2025 Q1	$1.88M	Buy	+11,000	New	+$2.03M	1.33%	2

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

Corient IA's PANW Position: Q2 2026 in Review

Corient IA reduced its Palo Alto Networks (PANW) stake by 48% in Q2 2026, selling an estimated $1.65M and leaving 7,910 shares worth $2.7M. The position accounts for 2.49% of the portfolio, ranked #2.

Corient IA first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Corient IA held 7,910 shares of Palo Alto Networks worth $2.7M as of Q2 2026.
Corient IA sold 7,224 Palo Alto Networks shares in Q2 2026, an estimated $1.65M.
Palo Alto Networks made up 2.49% of Corient IA's portfolio in Q2 2026, its #2 holding.
Corient IA first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.