Erste Asset Management’s Palo Alto Networks PANW Stock Holding History

Erste Asset Management’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	$95.4M	Buy	289,615 +35,018	+14%	+$8.02M	0.74%	24
2026 Q1	$39.2M	Sell	254,597 -92,535	-27%	-$15.5M	0.36%	75
2025 Q4	$65M	Buy	347,132 +63,300	+22%	+$12.8M	0.55%	42
2025 Q3	$57.9M	Buy	283,832 +30,793	+12%	+$5.89M	0.56%	46
2025 Q2	$50.9M	Buy	253,039 +107,636	+74%	+$20M	0.43%	58
2025 Q1	$25.1M	Buy	145,403 +20,604	+17%	+$3.81M	0.32%	81
2024 Q4	$23.2M	Buy	124,799 +11,699	+10%	+$2.21M	0.29%	87
2024 Q3	$19M	Buy	113,100 +3,770	+3%	+$635K	0.23%	111
2024 Q2	$18.6M	Sell	109,330 -654	-0.6%	-$97.8K	0.25%	97
2024 Q1	$15.5M	Buy	109,984 +59,336	+117%	+$9.36M	0.21%	116
2023 Q4	$7.49M	Sell	50,648 -5,458	-10%	-$730K	0.11%	177
2023 Q3	$6.6M	Hold	56,106	–	–	0.11%	182
2023 Q2	$7.11M	Sell	56,106 -2,824	-5%	-$294K	0.13%	173
2023 Q1	$5.7M	Hold	58,930	–	–	0.11%	194
2022 Q4	$4.13M	Sell	58,930 -7,070	-11%	-$568K	0.09%	226
2022 Q3	$5.46M	Buy	+66,000	New	+$5.72M	0.12%	187
2020 Q3	–	Sell	-18,000	Closed	-$749K	–	455
2020 Q2	$681K	Sell	18,000 -12,000	-40%	-$423K	0.03%	322
2020 Q1	$832K	Hold	30,000	–	–	0.05%	273
2019 Q4	$1.17M	Hold	30,000	–	–	0.05%	268
2019 Q3	$1.01M	Buy	+30,000	New	+$1.06M	0.05%	266

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

Erste Asset Management's PANW Position: Q2 2026 in Review

Erste Asset Management increased its Palo Alto Networks (PANW) stake by 14% in Q2 2026, buying an estimated $8.02M and bringing the position to 289,615 shares worth $95.4M. The position accounts for 0.74% of the portfolio, ranked #24.

Erste Asset Management first reported a position in PANW in Q3 2019 and has held it in 20 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Erste Asset Management held 289,615 shares of Palo Alto Networks worth $95.4M as of Q2 2026.
Erste Asset Management bought 35,018 Palo Alto Networks shares in Q2 2026, an estimated $8.02M.
Palo Alto Networks made up 0.74% of Erste Asset Management's portfolio in Q2 2026, its #24 holding.
Erste Asset Management first reported a position in Palo Alto Networks in Q3 2019 and has held it in 20 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.