Delta Global Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.7M Sell
40,050
-108,846
-73% -$24.9M 1.48% 24
2026
Q1
$23.9M Buy
+148,896
New +$25M 1.95% 17

Other funds holding PANW

Delta Global Management's PANW Position: Q2 2026 in Review

Delta Global Management reduced its Palo Alto Networks (PANW) stake by 73% in Q2 2026, selling an estimated $24.9M and leaving 40,050 shares worth $13.7M. The position accounts for 1.48% of the portfolio, ranked #24.

Delta Global Management first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.9M in Q1 2026. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Delta Global Management held 40,050 shares of Palo Alto Networks worth $13.7M as of Q2 2026.
  • Delta Global Management sold 108,846 Palo Alto Networks shares in Q2 2026, an estimated $24.9M.
  • Palo Alto Networks made up 1.48% of Delta Global Management's portfolio in Q2 2026, its #24 holding.
  • Delta Global Management first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • Delta Global Management's Palo Alto Networks position peaked at $23.9M in Q1 2026.
  • 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Delta Global Management's 13F filing for Q2 2026, filed 13 Aug 2026.