Fortis Capital Management’s Palo Alto Networks PANW Stock Holding History

Fortis Capital 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	$13.4M	Sell	39,303 -2,440	-6%	-$559K	1.5%	15
2026 Q1	$6.69M	Buy	41,743 +1,774	+4%	+$298K	0.69%	33
2025 Q4	$7.36M	Buy	39,969 +2,396	+6%	+$483K	0.97%	32
2025 Q3	$7.65M	Buy	37,573 +2,117	+6%	+$405K	1.08%	23
2025 Q2	$7.26M	Buy	35,456 +5,327	+18%	+$989K	1.13%	24
2025 Q1	$5.14M	Buy	30,129 +28,788	+2,147%	+$5.32M	1%	29
2024 Q4	$244K	Buy	+1,341	New	+$253K	0.05%	120

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

Fortis Capital Management's PANW Position: Q2 2026 in Review

Fortis Capital Management reduced its Palo Alto Networks (PANW) stake by 5.8% in Q2 2026, selling an estimated $559K and leaving 39,303 shares worth $13.4M. The position accounts for 1.5% of the portfolio, ranked #15.

Fortis Capital Management first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Fortis Capital Management held 39,303 shares of Palo Alto Networks worth $13.4M as of Q2 2026.
Fortis Capital Management sold 2,440 Palo Alto Networks shares in Q2 2026, an estimated $559K.
Palo Alto Networks made up 1.5% of Fortis Capital Management's portfolio in Q2 2026, its #15 holding.
Fortis Capital Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.