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Independent Financial Group’s Palo Alto Networks PANW Stock Holding History

Independent Financial Group’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 		$16.5M Sell
48,369
-6,944
-13% -$1.59M 0.31% 55
2026
Q1 		$8.87M Buy
55,313
+2,671
+5% +$449K 0.2% 106
2025
Q4 		$9.7M Sell
52,642
-3,412
-6% -$688K 0.22% 89
2025
Q3 		$11.4M Sell
56,054
-388
-0.7% -$74.3K 0.27% 65
2025
Q2 		$11.6M Buy
56,442
+6,900
+14% +$1.28M 0.32% 50
2025
Q1 		$8.45M Sell
49,542
-8,861
-15% -$1.64M 0.29% 58
2024
Q4 		$10.6M Sell
58,403
-229
-0.4% -$43.3K 0.35% 46
2024
Q3 		$10M Buy
58,632
+11,196
+24% +$1.88M 0.37% 44
2024
Q2 		$8.04M Sell
47,436
-13,004
-22% -$1.95M 0.32% 53
2024
Q1 		$8.59M Buy
60,440
+24,268
+67% +$3.83M 0.39% 41
2023
Q4 		$5.33M Buy
36,172
+17,444
+93% +$2.33M 0.29% 73
2023
Q3 		$2.2M Sell
18,728
-1,222
-6% -$145K 0.14% 160
2023
Q2 		$2.55M Buy
19,950
+3,416
+21% +$355K 0.18% 124
2023
Q1 		$1.65M Buy
16,534
+4,186
+34% +$355K 0.13% 176
2022
Q4 		$862K Sell
12,348
-8,142
-40% -$654K 0.07% 277
2022
Q3 		$1.68M Buy
20,490
+1,650
+9% +$143K 0.15% 128
2022
Q2 		$1.55M Sell
18,840
-1,302
-6% -$115K 0.17% 148
2022
Q1 		$2.09M Buy
20,142
+14,022
+229% +$1.25M 0.17% 121
2021
Q4 		$568K Buy
6,120
+1,104
+22% +$95.5K 0.05% 389
2021
Q3 		$400K Buy
5,016
+1,386
+38% +$97.4K 0.04% 428
2021
Q2 		$224K Buy
+3,630
New +$215K 0.02% 629
2021
Q1 		– Sell
-3,528
Closed -$209K – 663
2020
Q4 		$209K Buy
+3,528
New +$165K 0.03% 513
2020
Q3 		– Sell
-9,888
Closed -$378K – 530
2020
Q2 		$378K Buy
9,888
+1,566
+19% +$55.2K 0.08% 267
2020
Q1 		$227K Buy
+8,322
New +$291K 0.07% 302

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Independent Financial Group's PANW Position: Q2 2026 in Review

Independent Financial Group reduced its Palo Alto Networks (PANW) stake by 13% in Q2 2026, selling an estimated $1.59M and leaving 48,369 shares worth $16.5M. The position accounts for 0.31% of the portfolio, ranked #55.

Independent Financial Group first reported a position in PANW in Q1 2020 and has held it in 24 quarters since. 2,783 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Independent Financial Group held 48,369 shares of Palo Alto Networks worth $16.5M as of Q2 2026.
  • Independent Financial Group sold 6,944 Palo Alto Networks shares in Q2 2026, an estimated $1.59M.
  • Palo Alto Networks made up 0.31% of Independent Financial Group's portfolio in Q2 2026, its #55 holding.
  • Independent Financial Group first reported a position in Palo Alto Networks in Q1 2020 and has held it in 24 quarters since.
  • 2,783 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.