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

Cresset 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	$12.8M	Buy	37,598 +13,783	+58%	+$3.15M	0.05%	237
2026 Q1	$3.82M	Buy	23,815 +1,085	+5%	+$182K	0.02%	422
2025 Q4	$4.19M	Buy	22,730 +2,387	+12%	+$482K	0.02%	402
2025 Q3	$4.14M	Buy	20,343 +690	+4%	+$132K	0.02%	384
2025 Q2	$4.02M	Sell	19,653 -24,740	-56%	-$4.59M	0.02%	366
2025 Q1	$7.58M	Sell	44,393 -9,795	-18%	-$1.81M	0.04%	274
2024 Q4	$9.86M	Sell	54,188 -42,890	-44%	-$8.1M	0.05%	228
2024 Q3	$16.6M	Buy	97,078 +7,624	+9%	+$1.28M	0.06%	202
2024 Q2	$15.2M	Buy	89,454 +11,564	+15%	+$1.73M	0.06%	201
2024 Q1	$11.1M	Buy	77,890 +12,242	+19%	+$1.93M	0.05%	232
2023 Q4	$9.68M	Sell	65,648 -1,230	-2%	-$164K	0.06%	218
2023 Q3	$7.84M	Buy	66,878 +2,882	+5%	+$341K	0.03%	245
2023 Q2	$8.18M	Buy	63,996 +29,980	+88%	+$3.12M	0.01%	294
2023 Q1	$3.4M	Buy	34,016 +120	+0.4%	+$10.2K	0.07%	164
2022 Q4	$1.7M	Buy	33,896 +1,194	+4%	+$95.9K	0.02%	220
2022 Q3	$2.68M	Buy	32,702 +2,798	+9%	+$242K	0.03%	182
2022 Q2	$2.32M	Buy	29,904 +2,334	+8%	+$207K	0.03%	205
2022 Q1	$2.86M	Sell	27,570 -9,288	-25%	-$831K	0.03%	202
2021 Q4	$3.42M	Buy	36,858 +2,946	+9%	+$255K	0.03%	201
2021 Q3	$2.71M	Buy	33,912 +3,558	+12%	+$250K	0.04%	181
2021 Q2	$1.88M	Buy	30,354 +3,096	+11%	+$183K	0.03%	212
2021 Q1	$1.46M	Buy	27,258 +2,454	+10%	+$146K	0.02%	221
2020 Q4	$1.47M	Buy	24,804 +1,740	+8%	+$81.3K	0.02%	190
2020 Q3	$941K	Sell	23,064 -378	-2%	-$15.7K	0.02%	241
2020 Q2	$897K	Buy	23,442 +240	+1%	+$8.46K	0.02%	230
2020 Q1	$634K	Buy	23,202 +384	+2%	+$13.4K	0.02%	251
2019 Q4	$879K	Hold	22,818	–	–	0.02%	226
2019 Q3	$775K	Buy	22,818 +18	+0.1%	+$637	0.02%	214
2019 Q2	$774K	Buy	22,800 +12,360	+118%	+$462K	0.02%	205
2019 Q1	$423K	Buy	10,440 +4,776	+84%	+$177K	0.02%	206
2018 Q4	$178K	Buy	+5,664	New	+$177K	0.01%	228

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 $3.38T AUM 44.17% 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

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

Cresset Asset Management increased its Palo Alto Networks (PANW) stake by 58% in Q2 2026, buying an estimated $3.15M and bringing the position to 37,598 shares worth $12.8M. The position accounts for 0.05% of the portfolio, ranked #237.

Cresset Asset Management first reported a position in PANW in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.6M in Q3 2024. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Cresset Asset Management held 37,598 shares of Palo Alto Networks worth $12.8M as of Q2 2026.
Cresset Asset Management bought 13,783 Palo Alto Networks shares in Q2 2026, an estimated $3.15M.
Palo Alto Networks made up 0.05% of Cresset Asset Management's portfolio in Q2 2026, its #237 holding.
Cresset Asset Management first reported a position in Palo Alto Networks in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's Palo Alto Networks position peaked at $16.6M in Q3 2024.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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