Henshaw Capital’s Palo Alto Networks PANW Stock Holding History

Henshaw Capital’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	$81M	Sell	237,620 -930	-0.4%	-$213K	2.64%	10
2026 Q1	$38.2M	Hold	238,550	–	–	1.42%	28
2025 Q4	$43.9M	Hold	238,550	–	–	1.58%	22
2025 Q3	$48.6M	Hold	238,550	–	–	1.81%	19
2025 Q2	$48.8M	Hold	238,550	–	–	1.94%	17
2025 Q1	$40.7M	Hold	238,550	–	–	1.79%	19
2024 Q4	$43.4M	Hold	238,550	–	–	1.81%	17
2024 Q3	$40.8M	Buy	238,550 +440	+0.2%	+$74.1K	1.71%	22
2024 Q2	$40.4M	Hold	238,110	–	–	1.82%	21
2024 Q1	$33.8M	Buy	238,110 +490	+0.2%	+$77.3K	1.58%	25
2023 Q4	$35M	Hold	237,620	–	–	1.82%	19
2023 Q3	$27.9M	Buy	237,620 +122,200	+106%	+$14.5M	1.61%	23
2023 Q2	$14.7M	Hold	115,420	–	–	0.85%	43
2023 Q1	$11.5M	Hold	115,420	–	–	0.71%	46
2022 Q4	$8.05M	Buy	+115,420	New	+$9.27M	0.54%	50

Other funds holding PANW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Henshaw Capital's PANW Position: Q2 2026 in Review

Henshaw Capital reduced its Palo Alto Networks (PANW) stake by 0.39% in Q2 2026, selling an estimated $213K and leaving 237,620 shares worth $81M. The position accounts for 2.64% of the portfolio, ranked #10.

Henshaw Capital first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Henshaw Capital held 237,620 shares of Palo Alto Networks worth $81M as of Q2 2026.
Henshaw Capital sold 930 Palo Alto Networks shares in Q2 2026, an estimated $213K.
Palo Alto Networks made up 2.64% of Henshaw Capital's portfolio in Q2 2026, its #10 holding.
Henshaw Capital first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Henshaw Capital's 13F filing for Q2 2026, filed 12 Aug 2026.