Cozad Asset Management’s Palo Alto Networks PANW Stock Holding History

Cozad Asset 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	$2.24M	Sell	6,575 -1,779	-21%	-$407K	0.14%	145
2026 Q1	$1.34M	Sell	8,354 -1,146	-12%	-$193K	0.11%	187
2025 Q4	$1.75M	Buy	9,500 +555	+6%	+$112K	0.14%	157
2025 Q3	$1.82M	Buy	8,945 +1,327	+17%	+$254K	0.14%	153
2025 Q2	$1.56M	Sell	7,618 -490	-6%	-$91K	0.14%	159
2025 Q1	$1.38M	Sell	8,108 -3,487	-30%	-$645K	0.14%	157
2024 Q4	$2.11M	Buy	11,595 +843	+8%	+$159K	0.2%	123
2024 Q3	$1.84M	Sell	10,752 -1,052	-9%	-$177K	0.18%	135
2024 Q2	$2M	Buy	11,804 +1,034	+10%	+$155K	0.2%	122
2024 Q1	$1.53M	Sell	10,770 -196	-2%	-$30.9K	0.16%	149
2023 Q4	$1.62M	Buy	10,966 +862	+9%	+$115K	0.19%	132
2023 Q3	$1.18M	Buy	10,104 +6,972	+223%	+$825K	0.15%	156
2023 Q2	$400K	Buy	3,132 +856	+38%	+$89.1K	0.05%	268
2023 Q1	$227K	Buy	+2,276	New	+$193K	0.03%	338

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

Cozad Asset Management's PANW Position: Q2 2026 in Review

Cozad Asset Management reduced its Palo Alto Networks (PANW) stake by 21% in Q2 2026, selling an estimated $407K and leaving 6,575 shares worth $2.24M. The position accounts for 0.14% of the portfolio, ranked #145.

Cozad Asset Management first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Cozad Asset Management held 6,575 shares of Palo Alto Networks worth $2.24M as of Q2 2026.
Cozad Asset Management sold 1,779 Palo Alto Networks shares in Q2 2026, an estimated $407K.
Palo Alto Networks made up 0.14% of Cozad Asset Management's portfolio in Q2 2026, its #145 holding.
Cozad Asset Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.