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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
2024
Q4 		– Sell
-3,000
Closed -$513K – 119
2024
Q3 		$513K Buy
+3,000
New +$505K 0.3% 70

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
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.