First Dallas Securities’s Palo Alto Networks PANW Stock Holding History

First Dallas Securities’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	$1.03M	Sell	3,010 -100	-3%	-$22.9K	0.34%	67
2026 Q1	$499K	Buy	3,110 +550	+21%	+$92.4K	0.18%	90
2025 Q4	$472K	Hold	2,560	–	–	0.18%	86
2025 Q3	$521K	Hold	2,560	–	–	0.2%	83
2025 Q2	$524K	Sell	2,560 -600	-19%	-$111K	0.21%	78
2025 Q1	$539K	Sell	3,160 -1,100	-26%	-$203K	0.23%	74
2024 Q4	$775K	Hold	4,260	–	–	0.32%	61
2024 Q3	$728K	Buy	4,260 +60	+1%	+$10.1K	0.3%	61
2024 Q2	$712K	Buy	4,200 +200	+5%	+$29.9K	0.31%	60
2024 Q1	$568K	Buy	4,000 +1,600	+67%	+$252K	0.26%	80
2023 Q4	$354K	Sell	2,400 -154	-6%	-$20.6K	0.18%	96
2023 Q3	$299K	Buy	+2,554	New	+$302K	0.07%	126

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

First Dallas Securities's PANW Position: Q2 2026 in Review

First Dallas Securities reduced its Palo Alto Networks (PANW) stake by 3.2% in Q2 2026, selling an estimated $22.9K and leaving 3,010 shares worth $1.03M. The position accounts for 0.34% of the portfolio, ranked #67.

First Dallas Securities first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. 2,913 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

First Dallas Securities held 3,010 shares of Palo Alto Networks worth $1.03M as of Q2 2026.
First Dallas Securities sold 100 Palo Alto Networks shares in Q2 2026, an estimated $22.9K.
Palo Alto Networks made up 0.34% of First Dallas Securities's portfolio in Q2 2026, its #67 holding.
First Dallas Securities first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
2,913 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.