LI
PANW icon

Lafayette Investments’s Palo Alto Networks PANW Stock Holding History

Lafayette Investments’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 		$1.44M Sell
4,232
-250
-6% -$57.2K 0.27% 66
2026
Q1 		$719K Buy
4,482
+200
+5% +$33.6K 0.15% 88
2025
Q4 		$789K Buy
4,282
+700
+20% +$141K 0.15% 83
2025
Q3 		$729K Buy
3,582
+832
+30% +$159K 0.14% 82
2025
Q2 		$563K Hold
2,750
– – 0.11% 88
2025
Q1 		$469K Buy
2,750
+450
+20% +$83.2K 0.1% 95
2024
Q4 		$419K Buy
2,300
+800
+53% +$151K 0.09% 97
2024
Q3 		$256K Hold
1,500
– – 0.05% 127
2024
Q2 		$254K Hold
1,500
– – 0.06% 121
2024
Q1 		$213K Buy
+1,500
New +$237K 0.05% 131

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Lafayette Investments's PANW Position: Q2 2026 in Review

Lafayette Investments reduced its Palo Alto Networks (PANW) stake by 5.6% in Q2 2026, selling an estimated $57.2K and leaving 4,232 shares worth $1.44M. The position accounts for 0.27% of the portfolio, ranked #66.

Lafayette Investments first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Lafayette Investments held 4,232 shares of Palo Alto Networks worth $1.44M as of Q2 2026.
  • Lafayette Investments sold 250 Palo Alto Networks shares in Q2 2026, an estimated $57.2K.
  • Palo Alto Networks made up 0.27% of Lafayette Investments's portfolio in Q2 2026, its #66 holding.
  • Lafayette Investments first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.