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Great Valley Advisor Group’s Palo Alto Networks PANW Stock Holding History

Great Valley Advisor Group’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 		$6.21M Sell
18,199
-990
-5% -$227K 0.1% 189
2026
Q1 		$3.08M Sell
19,189
-14,992
-44% -$2.52M 0.06% 296
2025
Q4 		$6.3M Sell
34,181
-3,020
-8% -$609K 0.12% 159
2025
Q3 		$7.58M Buy
37,201
+775
+2% +$148K 0.15% 136
2025
Q2 		$7.45M Sell
36,426
-23,884
-40% -$4.44M 0.17% 132
2025
Q1 		$10.3M Buy
60,310
+25,578
+74% +$4.73M 0.22% 109
2024
Q4 		$6.32M Sell
34,732
-1,656
-5% -$313K 0.14% 145
2024
Q3 		$6.22M Buy
36,388
+918
+3% +$155K 0.15% 142
2024
Q2 		$6.01M Buy
35,470
+1,364
+4% +$204K 0.17% 135
2024
Q1 		$4.85M Buy
34,106
+3,666
+12% +$578K 0.15% 154
2023
Q4 		$4.49M Sell
30,440
-1,988
-6% -$266K 0.16% 150
2023
Q3 		$3.8M Buy
32,428
+26,390
+437% +$3.12M 0.16% 152
2023
Q2 		$771K Sell
6,038
-116
-2% -$12.1K 0.03% 350
2023
Q1 		$615K Sell
6,154
-560
-8% -$47.5K 0.03% 397
2022
Q4 		$469K Buy
6,714
+78
+1% +$6.26K 0.02% 459
2022
Q3 		$544K Buy
6,636
+372
+6% +$32.2K 0.03% 405
2022
Q2 		$515K Buy
6,264
+4,086
+188% +$362K 0.03% 418
2022
Q1 		$209K Buy
+2,178
New +$195K 0.01% 560
2019
Q4 		– Sell
-7,332
Closed -$249K – 366
2019
Q3 		$249K Buy
+7,332
New +$260K 0.06% 294

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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's PANW Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Palo Alto Networks (PANW) stake by 5.2% in Q2 2026, selling an estimated $227K and leaving 18,199 shares worth $6.21M. The position accounts for 0.1% of the portfolio, ranked #189.

Great Valley Advisor Group first reported a position in PANW in Q3 2019 and has held it in 19 quarters since. The position peaked at $10.3M in Q1 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Great Valley Advisor Group held 18,199 shares of Palo Alto Networks worth $6.21M as of Q2 2026.
  • Great Valley Advisor Group sold 990 Palo Alto Networks shares in Q2 2026, an estimated $227K.
  • Palo Alto Networks made up 0.1% of Great Valley Advisor Group's portfolio in Q2 2026, its #189 holding.
  • Great Valley Advisor Group first reported a position in Palo Alto Networks in Q3 2019 and has held it in 19 quarters since.
  • Great Valley Advisor Group's Palo Alto Networks position peaked at $10.3M in Q1 2025.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.