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Dougherty & Associates’s Palo Alto Networks PANW Stock Holding History

Dougherty & Associates’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 		$4.86M Buy
14,255
+52
+0.4% +$11.9K 3.89% 7
2026
Q1 		$2.28M Buy
14,203
+1,158
+9% +$195K 2.09% 15
2025
Q4 		$2.4M Buy
+13,045
New +$2.63M 2.15% 13

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

Dougherty & Associates's PANW Position: Q2 2026 in Review

Dougherty & Associates increased its Palo Alto Networks (PANW) stake by 0.37% in Q2 2026, buying an estimated $11.9K and bringing the position to 14,255 shares worth $4.86M. The position accounts for 3.89% of the portfolio, ranked #7.

Dougherty & Associates first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Dougherty & Associates held 14,255 shares of Palo Alto Networks worth $4.86M as of Q2 2026.
  • Dougherty & Associates bought 52 Palo Alto Networks shares in Q2 2026, an estimated $11.9K.
  • Palo Alto Networks made up 3.89% of Dougherty & Associates's portfolio in Q2 2026, its #7 holding.
  • Dougherty & Associates first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.