Gradient Investments’s Palo Alto Networks PANW Stock Holding History

Gradient Investments’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	$59.8M	Sell	175,216 -4,165	-2%	-$953K	0.82%	29
2026 Q1	$28.8M	Buy	179,381 +6,453	+4%	+$1.08M	0.45%	67
2025 Q4	$31.9M	Buy	172,928 +9,182	+6%	+$1.85M	0.51%	62
2025 Q3	$33.3M	Buy	163,746 +11,226	+7%	+$2.15M	0.56%	63
2025 Q2	$31.2M	Buy	152,520 +7,423	+5%	+$1.38M	0.57%	60
2025 Q1	$24.8M	Buy	145,097 +19,572	+16%	+$3.62M	0.5%	69
2024 Q4	$22.8M	Sell	125,525 -3,561	-3%	-$673K	0.46%	64
2024 Q3	$22.1M	Sell	129,086 -32,402	-20%	-$5.45M	0.46%	66
2024 Q2	$27.4M	Buy	161,488 +15,120	+10%	+$2.26M	0.61%	51
2024 Q1	$20.8M	Sell	146,368 -6,262	-4%	-$988K	0.48%	57
2023 Q4	$22.5M	Buy	152,630 +1,950	+1%	+$261K	0.54%	51
2023 Q3	$17.7M	Buy	150,680 +8,986	+6%	+$1.06M	0.47%	58
2023 Q2	$18.1M	Sell	141,694 -11,746	-8%	-$1.22M	0.47%	58
2023 Q1	$15.3M	Buy	153,440 +14,582	+11%	+$1.24M	0.42%	80
2022 Q4	$9.69M	Buy	138,858 +7,792	+6%	+$626K	0.31%	105
2022 Q3	$10.7M	Sell	131,066 -23,044	-15%	-$2M	0.33%	95
2022 Q2	$12.7M	Sell	154,110 -36,198	-19%	-$3.21M	0.37%	71
2022 Q1	$19.7M	Sell	190,308 -6,750	-3%	-$604K	0.51%	45
2021 Q4	$18.3M	Buy	197,058 +180	+0.1%	+$15.6K	0.46%	46
2021 Q3	$15.7M	Sell	196,878 -9,960	-5%	-$700K	0.44%	46
2021 Q2	$12.8M	Buy	206,838 +11,058	+6%	+$655K	0.37%	53
2021 Q1	$10.5M	Buy	195,780 +195,444	+58,168%	+$11.6M	0.34%	87
2020 Q4	$14K	Hold	336	–	–	﹤0.01%	638
2020 Q3	$14K	Hold	336	–	–	﹤0.01%	642
2020 Q2	$13K	Sell	336 -24	-7%	-$846	﹤0.01%	603
2020 Q1	$10K	Sell	360 -30	-8%	-$1.05K	﹤0.01%	651
2019 Q4	$15K	Sell	390 -312	-44%	-$11.8K	﹤0.01%	616
2019 Q3	$24K	Sell	702 -132	-16%	-$4.67K	﹤0.01%	504
2019 Q2	$28K	Sell	834 -16,284	-95%	-$609K	﹤0.01%	461
2019 Q1	$693K	Sell	17,118 -6,642	-28%	-$246K	0.04%	158
2018 Q4	$746K	Buy	23,760 +23,712	+49,400%	+$739K	0.04%	146
2018 Q3	$2K	Hold	48	–	–	﹤0.01%	849
2018 Q2	$2K	Hold	48	–	–	﹤0.01%	836
2018 Q1	$1K	Sell	48 -12	-20%	-$333	﹤0.01%	927
2017 Q4	$1K	Buy	+60	New	+$1.46K	﹤0.01%	932

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

Gradient Investments's PANW Position: Q2 2026 in Review

Gradient Investments reduced its Palo Alto Networks (PANW) stake by 2.3% in Q2 2026, selling an estimated $953K and leaving 175,216 shares worth $59.8M. The position accounts for 0.82% of the portfolio, ranked #29.

Gradient Investments first reported a position in PANW in Q4 2017 and has held it in 35 quarters since. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Gradient Investments held 175,216 shares of Palo Alto Networks worth $59.8M as of Q2 2026.
Gradient Investments sold 4,165 Palo Alto Networks shares in Q2 2026, an estimated $953K.
Palo Alto Networks made up 0.82% of Gradient Investments's portfolio in Q2 2026, its #29 holding.
Gradient Investments first reported a position in Palo Alto Networks in Q4 2017 and has held it in 35 quarters since.
1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.