Intellectus Partners’s Palo Alto Networks PANW Stock Holding History

Intellectus Partners’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	$4.68M	Buy	13,725 +309	+2%	+$70.7K	0.81%	22
2026 Q1	$2.15M	Buy	13,416 +2,712	+25%	+$456K	0.44%	62
2025 Q4	$1.97M	Sell	10,704 -2,261	-17%	-$456K	0.38%	68
2025 Q3	$2.64M	Buy	12,965 +5,860	+82%	+$1.12M	0.51%	52
2025 Q2	$1.45M	Buy	7,105 +1,879	+36%	+$349K	0.31%	90
2025 Q1	$892K	Buy	5,226 +200	+4%	+$37K	0.22%	133
2024 Q4	$915K	Sell	5,026 -50	-1%	-$9.45K	0.2%	136
2024 Q3	$867K	Hold	5,076	–	–	0.22%	135
2024 Q2	$860K	Sell	5,076 -974	-16%	-$146K	0.23%	119
2024 Q1	$859K	Buy	6,050 +4,450	+278%	+$702K	0.23%	127
2023 Q4	$236K	Sell	1,600 -200	-11%	-$26.7K	0.07%	222
2023 Q3	$211K	Hold	1,800	–	–	0.07%	238
2023 Q2	$230K	Buy	+1,800	New	+$187K	0.07%	224
2019 Q2	–	Sell	-162	Closed	-$7K	–	336
2019 Q1	$7K	Buy	+162	New	+$6.01K	﹤0.01%	374
2018 Q1	–	Sell	-54	Closed	-$1K	–	625
2017 Q4	$1K	Hold	54	–	–	﹤0.01%	604
2017 Q3	$1K	Hold	54	–	–	﹤0.01%	759
2017 Q2	$1K	Hold	54	–	–	﹤0.01%	745
2017 Q1	$1K	Hold	54	–	–	﹤0.01%	674
2016 Q4	$1K	Buy	+54	New	+$1.29K	﹤0.01%	665

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

Intellectus Partners's PANW Position: Q2 2026 in Review

Intellectus Partners increased its Palo Alto Networks (PANW) stake by 2.3% in Q2 2026, buying an estimated $70.7K and bringing the position to 13,725 shares worth $4.68M. The position accounts for 0.81% of the portfolio, ranked #22.

Intellectus Partners first reported a position in PANW in Q4 2016 and has held it in 19 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Intellectus Partners held 13,725 shares of Palo Alto Networks worth $4.68M as of Q2 2026.
Intellectus Partners bought 309 Palo Alto Networks shares in Q2 2026, an estimated $70.7K.
Palo Alto Networks made up 0.81% of Intellectus Partners's portfolio in Q2 2026, its #22 holding.
Intellectus Partners first reported a position in Palo Alto Networks in Q4 2016 and has held it in 19 quarters since.
2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.