Groesbeck Investment Management’s Palo Alto Networks PANW Stock Holding History

Groesbeck Investment 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	$1.19M	Sell	3,490 -500	-13%	-$114K	1.9%	13
2026 Q1	$640K	Buy	3,990 +10	+0.3%	+$1.68K	1.25%	25
2025 Q4	$733K	Hold	3,980	–	–	1.38%	22
2025 Q3	$810K	Buy	3,980 +170	+4%	+$32.5K	1.58%	22
2025 Q2	$780K	Hold	3,810	–	–	1.37%	28
2025 Q1	$650K	Hold	3,810	–	–	0.91%	40
2024 Q4	$693K	Buy	3,810 +700	+23%	+$132K	0.9%	36
2024 Q3	$531K	Sell	3,110 -420	-12%	-$70.7K	0.78%	47
2024 Q2	$598K	Buy	3,530 +60	+2%	+$8.97K	0.83%	46
2024 Q1	$493K	Buy	3,470 +480	+16%	+$75.7K	0.52%	64
2023 Q4	$441K	Buy	2,990 +830	+38%	+$111K	0.61%	55
2023 Q3	$253K	Buy	+2,160	New	+$256K	0.38%	73

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

Groesbeck Investment Management's PANW Position: Q2 2026 in Review

Groesbeck Investment Management reduced its Palo Alto Networks (PANW) stake by 13% in Q2 2026, selling an estimated $114K and leaving 3,490 shares worth $1.19M. The position accounts for 1.9% of the portfolio, ranked #13.

Groesbeck Investment Management first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. 1,023 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Groesbeck Investment Management held 3,490 shares of Palo Alto Networks worth $1.19M as of Q2 2026.
Groesbeck Investment Management sold 500 Palo Alto Networks shares in Q2 2026, an estimated $114K.
Palo Alto Networks made up 1.9% of Groesbeck Investment Management's portfolio in Q2 2026, its #13 holding.
Groesbeck Investment Management first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
1,023 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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