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

Gemmer 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	$471K	Buy	1,380 +14	+1%	+$3.21K	0.03%	119
2026 Q1	$219K	Buy	+1,366	New	+$229K	0.02%	163
2025 Q4	–	Sell	-983	Closed	-$200K	–	173
2025 Q3	$200K	Sell	983 -250	-20%	-$47.9K	0.02%	168
2025 Q2	$252K	Buy	1,233 +35	+3%	+$6.5K	0.02%	143
2025 Q1	$204K	Hold	1,198	–	–	0.02%	152
2024 Q4	$218K	Hold	1,198	–	–	0.02%	143
2024 Q3	$205K	Sell	1,198 -80	-6%	-$13.5K	0.02%	147
2024 Q2	$217K	Buy	+1,278	New	+$191K	0.02%	132
2022 Q4	–	Sell	-64,668	Closed	-$5.3M	–	118
2022 Q3	$5.3M	Sell	64,668 -21,984	-25%	-$1.9M	0.88%	27
2022 Q2	$7.13M	Hold	86,652	–	–	1.12%	21
2022 Q1	$8.99M	Buy	86,652 +30,630	+55%	+$2.74M	1.1%	25
2021 Q4	$5.2M	Buy	56,022 +41,022	+273%	+$3.55M	0.61%	30
2021 Q3	$1.2M	Hold	15,000	–	–	0.17%	54
2021 Q2	$928K	Hold	15,000	–	–	0.13%	63
2021 Q1	$805K	Hold	15,000	–	–	0.13%	59
2020 Q4	$888K	Buy	+15,000	New	+$701K	0.15%	56
2020 Q2	–	Sell	-336	Closed	-$9K	–	1355
2020 Q1	$9K	Sell	336 -114	-25%	-$3.98K	﹤0.01%	562
2019 Q4	$17K	Hold	450	–	–	﹤0.01%	449
2019 Q3	$15K	Hold	450	–	–	﹤0.01%	502
2019 Q2	$15K	Buy	+450	New	+$16.8K	﹤0.01%	490
2019 Q1	–	Sell	-480	Closed	-$15K	–	1419
2018 Q4	$15K	Buy	+480	New	+$15K	﹤0.01%	454

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

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

Gemmer Asset Management increased its Palo Alto Networks (PANW) stake by 1% in Q2 2026, buying an estimated $3.21K and bringing the position to 1,380 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #119.

Gemmer Asset Management first reported a position in PANW in Q4 2018 and has held it in 21 quarters since. The position peaked at $8.99M in Q1 2022. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Gemmer Asset Management held 1,380 shares of Palo Alto Networks worth $471K as of Q2 2026.
Gemmer Asset Management bought 14 Palo Alto Networks shares in Q2 2026, an estimated $3.21K.
Palo Alto Networks made up 0.03% of Gemmer Asset Management's portfolio in Q2 2026, its #119 holding.
Gemmer Asset Management first reported a position in Palo Alto Networks in Q4 2018 and has held it in 21 quarters since.
Gemmer Asset Management's Palo Alto Networks position peaked at $8.99M in Q1 2022.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.