L.J. Altfest & Co’s Palo Alto Networks PANW Stock Holding History

L.J. Altfest & Co’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	$201K	Buy	+589	New	+$135K	0.02%	305
2024 Q2	–	Sell	-2,972	Closed	-$422K	–	334
2024 Q1	$422K	Buy	+2,972	New	+$469K	0.06%	209
2021 Q3	–	Sell	-17,982	Closed	-$1.11M	–	274
2021 Q2	$1.11M	Buy	17,982 +3,942	+28%	+$234K	0.24%	75
2021 Q1	$754K	Buy	14,040 +60	+0.4%	+$3.57K	0.18%	102
2020 Q4	$828K	Buy	13,980 +12	+0.1%	+$561	0.2%	89
2020 Q3	$570K	Sell	13,968 -60	-0.4%	-$2.5K	0.15%	108
2020 Q2	$537K	Buy	14,028 +5,748	+69%	+$203K	0.15%	101
2020 Q1	$226K	Buy	8,280 +168	+2%	+$5.87K	0.07%	167
2019 Q4	$313K	Buy	8,112 +486	+6%	+$18.4K	0.08%	148
2019 Q3	$259K	Buy	+7,626	New	+$270K	0.07%	151

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

L.J. Altfest & Co's PANW Position: Q2 2026 in Review

L.J. Altfest & Co opened a new position in Palo Alto Networks (PANW) in Q2 2026: 589 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in PANW as recently as Q1 2024.

L.J. Altfest & Co first reported a position in PANW in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2021. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

L.J. Altfest & Co held 589 shares of Palo Alto Networks worth $201K as of Q2 2026.
Palo Alto Networks was a new L.J. Altfest & Co position in Q2 2026.
Palo Alto Networks made up 0.02% of L.J. Altfest & Co's portfolio in Q2 2026, its #305 holding.
L.J. Altfest & Co first reported a position in Palo Alto Networks in Q3 2019 and has held it in 10 quarters since.
L.J. Altfest & Co's Palo Alto Networks position peaked at $1.11M in Q2 2021.
2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.