Groupama Asset Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$178M Sell
531,922
-6,627
-1% -$1.52M 2.24% 10
2026
Q1
$86.3M Buy
538,549
+297,670
+124% +$50M 1.26% 23
2025
Q4
$44.2M Sell
240,879
-13,076
-5% -$2.64M 0.65% 41
2025
Q3
$51.7M Sell
253,955
-122,920
-33% -$23.5M 0.76% 34
2025
Q2
$75.6M Buy
376,875
+17,187
+5% +$3.19M 1.25% 19
2025
Q1
$63.4M Buy
359,688
+50,477
+16% +$9.33M 1.27% 22
2024
Q4
$58.3M Buy
309,211
+54,619
+21% +$10.3M 1.19% 23
2024
Q3
$35.9M Buy
254,592
+16,606
+7% +$2.8M 0.93% 25
2024
Q2
$40.3M Buy
237,986
+86,728
+57% +$13M 0.55% 38
2024
Q1
$33.3M Sell
151,258
-60,834
-29% -$9.6M 0.61% 41
2023
Q4
$31.3M Buy
+212,092
New +$28.4M 0.81% 27

Other funds holding PANW

Groupama Asset Management's PANW Position: Q2 2026 in Review

Groupama Asset Management reduced its Palo Alto Networks (PANW) stake by 1.2% in Q2 2026, selling an estimated $1.52M and leaving 531,922 shares worth $178M. The position accounts for 2.24% of the portfolio, ranked #10.

Groupama Asset Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Groupama Asset Management held 531,922 shares of Palo Alto Networks worth $178M as of Q2 2026.
  • Groupama Asset Management sold 6,627 Palo Alto Networks shares in Q2 2026, an estimated $1.52M.
  • Palo Alto Networks made up 2.24% of Groupama Asset Management's portfolio in Q2 2026, its #10 holding.
  • Groupama Asset Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.