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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,302
Closed -$2.42M 327
2025
Q1
$2.42M Buy
+18,302
New +$3.38M 0.47% 59

Other funds holding PANW

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.