Elkhorn Partners’s Palo Alto Networks PANW Stock Holding History

Elkhorn Partners’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	$341K	Sell	1,000 -500	-33%	-$114K	0.29%	16
2026 Q1	$240K	Buy	+1,500	New	+$252K	0.15%	16

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

Elkhorn Partners's PANW Position: Q2 2026 in Review

Elkhorn Partners reduced its Palo Alto Networks (PANW) stake by 33% in Q2 2026, selling an estimated $114K and leaving 1,000 shares worth $341K. The position accounts for 0.29% of the portfolio, ranked #16.

Elkhorn Partners first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Elkhorn Partners held 1,000 shares of Palo Alto Networks worth $341K as of Q2 2026.
Elkhorn Partners sold 500 Palo Alto Networks shares in Q2 2026, an estimated $114K.
Palo Alto Networks made up 0.29% of Elkhorn Partners's portfolio in Q2 2026, its #16 holding.
Elkhorn Partners first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Elkhorn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.