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Gratus Capital’s Palo Alto Networks PANW Stock Holding History

Gratus Capital’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
2024
Q2 		$297K Buy
+1,750
New +$262K 0.01% 307
2023
Q2 		– Sell
-93,496
Closed -$9.34M – 252
2023
Q1 		$9.34M Sell
93,496
-1,284
-1% -$109K 0.71% 53
2022
Q4 		$6.61M Buy
94,780
+4,902
+5% +$394K 0.54% 64
2022
Q3 		$7.36M Sell
89,878
-28,106
-24% -$2.43M 0.78% 50
2022
Q2 		$9.71M Buy
117,984
+8,598
+8% +$762K 1.09% 37
2022
Q1 		$11.3M Buy
109,386
+5,250
+5% +$470K 1.09% 36
2021
Q4 		$9.66M Buy
104,136
+4,560
+5% +$394K 0.89% 42
2021
Q3 		$7.95M Buy
99,576
+3,036
+3% +$213K 0.85% 49
2021
Q2 		$5.97M Buy
96,540
+9,708
+11% +$575K 0.66% 57
2021
Q1 		$4.66M Buy
+86,832
New +$5.16M 0.56% 61
2020
Q3 		– Sell
-163,476
Closed -$6.26M – 176
2020
Q2 		$6.26M Sell
163,476
-57,810
-26% -$2.04M 1.05% 41
2020
Q1 		$6.05M Buy
221,286
+5,232
+2% +$183K 1.13% 33
2019
Q4 		$8.33M Buy
216,054
+7,920
+4% +$300K 1.27% 26
2019
Q3 		$7.07M Buy
+208,134
New +$7.37M 1.15% 29

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gratus Capital's PANW Position: Q2 2024 in Review

Gratus Capital opened a new position in Palo Alto Networks (PANW) in Q2 2024: 1,750 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Gratus Capital previously reported a position in PANW as recently as Q1 2023.

Gratus Capital first reported a position in PANW in Q3 2019 and has held it in 14 quarters since. The position peaked at $11.3M in Q1 2022. 2,007 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Gratus Capital held 1,750 shares of Palo Alto Networks worth $297K as of Q2 2024.
  • Palo Alto Networks was a new Gratus Capital position in Q2 2024.
  • Palo Alto Networks made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #307 holding.
  • Gratus Capital first reported a position in Palo Alto Networks in Q3 2019 and has held it in 14 quarters since.
  • Gratus Capital's Palo Alto Networks position peaked at $11.3M in Q1 2022.
  • 2,007 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.