Krilogy Financial’s Palo Alto Networks PANW Stock Holding History

Krilogy Financial’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	$5.62M	Sell	16,471 -633	-4%	-$145K	0.17%	97
2026 Q1	$2.86M	Buy	17,104 +10,273	+150%	+$1.73M	0.09%	178
2025 Q4	$1.26M	Buy	6,831 +173	+3%	+$34.9K	0.04%	299
2025 Q3	$1.42M	Buy	+6,658	New	+$1.27M	0.05%	253
2023 Q2	–	Sell	-3,486	Closed	-$348K	–	337
2023 Q1	$348K	Sell	3,486 -20	-0.6%	-$1.7K	0.03%	314
2022 Q4	$245K	Buy	3,506 +390	+13%	+$31.3K	0.02%	347
2022 Q3	$255K	Buy	3,116 +650	+26%	+$56.3K	0.03%	273
2022 Q2	$203K	Buy	2,466 +210	+9%	+$18.6K	0.02%	296
2022 Q1	$234K	Hold	2,256	–	–	0.02%	285
2021 Q4	$209K	Buy	+2,256	New	+$195K	0.02%	266
2018 Q4	–	Sell	-2,790	Closed	-$105K	–	508
2018 Q3	$105K	Buy	+2,790	New	+$102K	0.02%	213
2018 Q2	–	Sell	-3,390	Closed	-$103K	–	485
2018 Q1	$103K	Hold	3,390	–	–	0.02%	229
2017 Q4	$82K	Hold	3,390	–	–	0.02%	260
2017 Q3	$81K	Hold	3,390	–	–	0.02%	283
2017 Q2	$76K	Buy	3,390 +1,440	+74%	+$29.1K	0.02%	255
2017 Q1	$41K	Hold	1,950	–	–	0.01%	312
2016 Q4	$41K	Buy	1,950 +150	+8%	+$3.59K	0.01%	312
2016 Q3	$48K	Buy	+1,800	New	+$41K	0.02%	302

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

Krilogy Financial's PANW Position: Q2 2026 in Review

Krilogy Financial reduced its Palo Alto Networks (PANW) stake by 3.7% in Q2 2026, selling an estimated $145K and leaving 16,471 shares worth $5.62M. The position accounts for 0.17% of the portfolio, ranked #97.

Krilogy Financial first reported a position in PANW in Q3 2016 and has held it in 18 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Krilogy Financial held 16,471 shares of Palo Alto Networks worth $5.62M as of Q2 2026.
Krilogy Financial sold 633 Palo Alto Networks shares in Q2 2026, an estimated $145K.
Palo Alto Networks made up 0.17% of Krilogy Financial's portfolio in Q2 2026, its #97 holding.
Krilogy Financial first reported a position in Palo Alto Networks in Q3 2016 and has held it in 18 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.