Franklin Street Advisors’s Palo Alto Networks PANW Stock Holding History

Franklin Street Advisors’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	$350K	Sell	1,026 -14,315	-93%	-$3.28M	0.02%	134
2026 Q1	$2.46M	Sell	15,341 -128,374	-89%	-$21.6M	0.15%	64
2025 Q4	$26.5M	Buy	143,715 +11,534	+9%	+$2.33M	1.51%	22
2025 Q3	$26.9M	Buy	132,181 +29,343	+29%	+$5.62M	1.55%	22
2025 Q2	$21M	Buy	102,838 +1,108	+1%	+$206K	1.3%	30
2025 Q1	$17.4M	Buy	101,730 +1,326	+1%	+$245K	1.23%	31
2024 Q4	$18.3M	Buy	100,404 +5,532	+6%	+$1.05M	1.21%	29
2024 Q3	$16.2M	Buy	94,872 +1,594	+2%	+$268K	1.09%	35
2024 Q2	$15.8M	Buy	+93,278	New	+$14M	1.13%	31
2016 Q3	–	Sell	-119,862	Closed	-$2.45M	–	189
2016 Q2	$2.45M	Buy	119,862 +70,242	+142%	+$1.63M	0.46%	67
2016 Q1	$1.35M	Buy	+49,620	New	+$1.22M	0.27%	93

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Franklin Street Advisors's PANW Position: Q2 2026 in Review

Franklin Street Advisors reduced its Palo Alto Networks (PANW) stake by 93% in Q2 2026, selling an estimated $3.28M and leaving 1,026 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #134.

Franklin Street Advisors first reported a position in PANW in Q1 2016 and has held it in 11 quarters since. The position peaked at $26.9M in Q3 2025. 935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Franklin Street Advisors held 1,026 shares of Palo Alto Networks worth $350K as of Q2 2026.
Franklin Street Advisors sold 14,315 Palo Alto Networks shares in Q2 2026, an estimated $3.28M.
Palo Alto Networks made up 0.02% of Franklin Street Advisors's portfolio in Q2 2026, its #134 holding.
Franklin Street Advisors first reported a position in Palo Alto Networks in Q1 2016 and has held it in 11 quarters since.
Franklin Street Advisors's Palo Alto Networks position peaked at $26.9M in Q3 2025.
935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.