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Delta Accumulation LLC’s Palo Alto Networks PANW Stock Holding History

Delta Accumulation LLC’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
2024
Q4 		– Sell
-2,600
Closed -$444K – 232
2024
Q3 		$444K Hold
2,600
– – 0.03% 177
2024
Q2 		$441K Hold
2,600
– – 0.03% 136
2024
Q1 		$1.11M Sell
2,600
-5,200
-67% -$820K 0.08% 114
2023
Q4 		$996K Buy
7,800
+2,600
+50% +$348K 0.16% 105
2023
Q3 		$610K Hold
5,200
– – 0.14% 124
2023
Q2 		$664K Buy
+5,200
New +$541K 0.22% 109

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

Delta Accumulation LLC's PANW Position: Q2 2026 in Review

Delta Accumulation LLC opened a new position in Palo Alto Networks (PANW) in Q2 2026: 7,770 shares worth $2.65M. The stake represents 0.11% of the portfolio and ranks #92 among its holdings. This is a return to the name: Delta Accumulation LLC previously reported a position in PANW as recently as Q4 2025.

Delta Accumulation LLC first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Delta Accumulation LLC held 7,770 shares of Palo Alto Networks worth $2.65M as of Q2 2026.
  • Palo Alto Networks was a new Delta Accumulation LLC position in Q2 2026.
  • Palo Alto Networks made up 0.11% of Delta Accumulation LLC's portfolio in Q2 2026, its #92 holding.
  • Delta Accumulation LLC first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Delta Accumulation LLC's 13F filing for Q2 2026, filed 5 Aug 2026.