Harbert Fund Advisors’s Palo Alto Networks PANW Stock Holding History

Harbert Fund Advisors’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
2025 Q2	–	Sell	-5,500	Closed	-$939K	–	45
2025 Q1	$939K	Sell	5,500 -2,625	-32%	-$485K	1.06%	38
2024 Q4	$1.48M	Buy	8,125 +5,125	+171%	+$968K	0.77%	42
2024 Q3	$513K	Hold	3,000	–	–	0.3%	69
2024 Q2	$509K	Sell	3,000 -2,350	-44%	-$351K	0.36%	65
2024 Q1	$760K	Buy	+5,350	New	+$844K	0.52%	48
2023 Q2	–	Sell	-20,600	Closed	-$2.06M	–	52
2023 Q1	$2.06M	Buy	20,600 +1,600	+8%	+$136K	1.36%	36
2022 Q4	$1.33M	Sell	19,000 -4,600	-19%	-$369K	1.06%	38
2022 Q3	$1.93M	Buy	23,600 +17,900	+314%	+$1.55M	1.03%	26
2022 Q2	$469K	Buy	+5,700	New	+$505K	0.23%	44

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harbert Fund Advisors's PANW Position: Q2 2025 in Review

Harbert Fund Advisors sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 5,500 shares — an estimated $939K sold.

Harbert Fund Advisors first reported a position in PANW in Q2 2022 and held it in 9 quarters. The position peaked at $2.06M in Q1 2023. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Harbert Fund Advisors reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
Harbert Fund Advisors sold 5,500 Palo Alto Networks shares in Q2 2025, an estimated $939K.
Harbert Fund Advisors first reported a position in Palo Alto Networks in Q2 2022 and held it in 9 quarters.
Harbert Fund Advisors's Palo Alto Networks position peaked at $2.06M in Q1 2023.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Harbert Fund Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.