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Gladstone Institutional Advisory’s Palo Alto Networks PANW Stock Holding History

Gladstone Institutional Advisory’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 		$5.34M Buy
15,657
+635
+4% +$145K 0.17% 125
2026
Q1 		$2.41M Sell
15,022
-21,066
-58% -$3.54M 0.09% 236
2025
Q4 		$6.65M Buy
36,088
+3,386
+10% +$683K 0.25% 92
2025
Q3 		$6.66M Buy
32,702
+4,645
+17% +$889K 0.26% 91
2025
Q2 		$5.74M Buy
28,057
+1,505
+6% +$279K 0.24% 99
2025
Q1 		$4.53M Sell
26,552
-2,034
-7% -$376K 0.21% 113
2024
Q4 		$5.2M Buy
28,586
+10,902
+62% +$2.06M 0.24% 95
2024
Q3 		$3.02M Sell
17,684
-30,024
-63% -$5.05M 0.15% 170
2024
Q2 		$8.09M Buy
47,708
+2,124
+5% +$318K 0.42% 54
2024
Q1 		$6.48M Sell
45,584
-462
-1% -$72.9K 0.36% 70
2023
Q4 		$6.79M Buy
46,046
+21,458
+87% +$2.87M 0.38% 63
2023
Q3 		$2.88M Buy
24,588
+17,974
+272% +$2.13M 0.19% 141
2023
Q2 		$845K Buy
6,614
+980
+17% +$102K 0.05% 306
2023
Q1 		$563K Sell
5,634
-266
-5% -$22.5K 0.04% 378
2022
Q4 		$412K Sell
5,900
-1,186
-17% -$95.2K 0.03% 440
2022
Q3 		$580K Sell
7,086
-144
-2% -$12.5K 0.05% 367
2022
Q2 		$595K Sell
7,230
-1,134
-14% -$101K 0.05% 373
2022
Q1 		$868K Buy
8,364
+1,074
+15% +$96.1K 0.06% 322
2021
Q4 		$676K Sell
7,290
-1,854
-20% -$160K 0.05% 320
2021
Q3 		$730K Buy
9,144
+3,726
+69% +$262K 0.07% 261
2021
Q2 		$335K Buy
5,418
+744
+16% +$44.1K 0.04% 373
2021
Q1 		$251K Buy
+4,674
New +$278K 0.04% 352

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Gladstone Institutional Advisory's PANW Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Palo Alto Networks (PANW) stake by 4.2% in Q2 2026, buying an estimated $145K and bringing the position to 15,657 shares worth $5.34M. The position accounts for 0.17% of the portfolio, ranked #125.

Gladstone Institutional Advisory first reported a position in PANW in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.09M in Q2 2024. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Gladstone Institutional Advisory held 15,657 shares of Palo Alto Networks worth $5.34M as of Q2 2026.
  • Gladstone Institutional Advisory bought 635 Palo Alto Networks shares in Q2 2026, an estimated $145K.
  • Palo Alto Networks made up 0.17% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #125 holding.
  • Gladstone Institutional Advisory first reported a position in Palo Alto Networks in Q1 2021 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's Palo Alto Networks position peaked at $8.09M in Q2 2024.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.