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
2026 Q1	–	Sell	-7,700	Closed	-$2.06M	–	147
2025 Q4	$2.06M	Hold	7,700	–	–	0.08%	116
2025 Q3	$1.32M	Buy	+7,700	New	+$1.47M	0.08%	134
2025 Q2	–	Sell	-7,700	Closed	-$1.32M	–	217
2025 Q1	$1.32M	Sell	7,700 -100	-1%	-$18.5K	0.08%	150
2024 Q4	$1.33M	Buy	+7,800	New	+$1.47M	0.07%	138
2022 Q4	–	Sell	-2,400	Closed	-$197K	–	109
2022 Q3	$197K	Hold	2,400	–	–	2.69%	14
2022 Q2	$198K	Hold	2,400	–	–	0.09%	59
2022 Q1	$249K	Buy	+2,400	New	+$215K	0.02%	123

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

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.