Corient Private Wealth
PANW icon

Corient Private Wealth’s Palo Alto Networks PANW Stock Holding History

Corient Private Wealth’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 		$373M Buy
1,095,028
+290,750
+36% +$66.6M 0.52% 30
2026
Q1 		$136M Sell
804,278
-671,244
-45% -$113M 0.19% 109
2025
Q4 		$273M Buy
1,475,522
+266,725
+22% +$53.8M 0.37% 48
2025
Q3 		$246M Sell
1,208,797
-312,508
-21% -$59.8M 0.39% 50
2025
Q2 		$311M Buy
1,521,305
+991
+0.1% +$184K 0.41% 43
2025
Q1 		$259M Buy
1,520,314
+19,266
+1% +$3.56M 0.42% 44
2024
Q4 		$273M Buy
1,501,048
+46,266
+3% +$8.74M 0.45% 43
2024
Q3 		$249M Buy
1,454,782
+86,970
+6% +$14.6M 0.39% 49
2024
Q2 		$232M Buy
1,367,812
+42,720
+3% +$6.39M 0.4% 50
2024
Q1 		$188M Buy
1,325,092
+265,036
+25% +$41.8M 0.34% 60
2023
Q4 		$156M Buy
1,060,056
+287,416
+37% +$38.4M 0.29% 76
2023
Q3 		$90.6M Buy
772,640
+44,746
+6% +$5.3M 0.21% 115
2023
Q2 		$93M Buy
727,894
+121,150
+20% +$12.6M 0.21% 112
2023
Q1 		$60.6M Buy
606,744
+387,004
+176% +$32.8M 0.16% 140
2022
Q4 		$15.4M Buy
+219,740
New +$17.6M 0.06% 300

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corient Private Wealth's PANW Position: Q2 2026 in Review

Corient Private Wealth increased its Palo Alto Networks (PANW) stake by 36% in Q2 2026, buying an estimated $66.6M and bringing the position to 1,095,028 shares worth $373M. The position accounts for 0.52% of the portfolio, ranked #30.

Corient Private Wealth first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Corient Private Wealth held 1,095,028 shares of Palo Alto Networks worth $373M as of Q2 2026.
  • Corient Private Wealth bought 290,750 Palo Alto Networks shares in Q2 2026, an estimated $66.6M.
  • Palo Alto Networks made up 0.52% of Corient Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Corient Private Wealth first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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