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

Fulcrum 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	$2.04M	Sell	6,133 -15,063	-71%	-$3.45M	0.2%	130
2026 Q1	$3.27M	Buy	21,196 +2,756	+15%	+$463K	0.49%	56
2025 Q4	$3.45M	Sell	18,440 -546	-3%	-$110K	0.96%	25
2025 Q3	$3.87M	Sell	18,986 -527	-3%	-$101K	1.07%	25
2025 Q2	$3.99M	Buy	+19,513	New	+$3.62M	1.14%	23
2022 Q1	–	Hold	0	–	–	–	32
2021 Q4	–	Hold	0	–	–	–	21
2021 Q3	–	Hold	0	–	–	–	21
2021 Q2	–	Hold	0	–	–	–	30
2021 Q1	–	Hold	0	–	–	–	77
2020 Q4	–	Hold	0	–	–	–	112
2020 Q3	–	Sell	-21,264	Closed	-$878K	–	172
2020 Q2	$878K	Buy	+21,264	New	+$749K	0.29%	113

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

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

Fulcrum Asset Management reduced its Palo Alto Networks (PANW) stake by 71% in Q2 2026, selling an estimated $3.45M and leaving 6,133 shares worth $2.04M. The position accounts for 0.2% of the portfolio, ranked #130.

Fulcrum Asset Management first reported a position in PANW in Q2 2020 and has held it in 6 quarters since. The position peaked at $3.99M in Q2 2025. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Fulcrum Asset Management held 6,133 shares of Palo Alto Networks worth $2.04M as of Q2 2026.
Fulcrum Asset Management sold 15,063 Palo Alto Networks shares in Q2 2026, an estimated $3.45M.
Palo Alto Networks made up 0.2% of Fulcrum Asset Management's portfolio in Q2 2026, its #130 holding.
Fulcrum Asset Management first reported a position in Palo Alto Networks in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's Palo Alto Networks position peaked at $3.99M in Q2 2025.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.