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Lebenthal Global Advisors’s Palo Alto Networks PANW Stock Holding History

Lebenthal Global Advisors’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 		$3.54M Buy
10,392
+201
+2% +$46K 0.48% 49
2026
Q1 		$1.63M Buy
10,191
+985
+11% +$165K 0.24% 69
2025
Q4 		$1.7M Buy
9,206
+961
+12% +$194K 0.26% 63
2025
Q3 		$1.68M Buy
8,245
+762
+10% +$146K 0.29% 58
2025
Q2 		$1.53M Sell
7,483
-6
-0.1% -$1.11K 0.29% 58
2025
Q1 		$1.28M Sell
7,489
-408
-5% -$75.4K 0.24% 56
2024
Q4 		$1.44M Buy
7,897
+963
+14% +$182K 0.26% 60
2024
Q3 		$1.19M Buy
6,934
+326
+5% +$54.9K 0.24% 60
2024
Q2 		$1.12M Buy
6,608
+492
+8% +$73.6K 0.25% 55
2024
Q1 		$869K Buy
6,116
+336
+6% +$53K 0.19% 66
2023
Q4 		$852K Buy
+5,780
New +$773K 0.2% 65

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

Lebenthal Global Advisors's PANW Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Palo Alto Networks (PANW) stake by 2% in Q2 2026, buying an estimated $46K and bringing the position to 10,392 shares worth $3.54M. The position accounts for 0.48% of the portfolio, ranked #49.

Lebenthal Global Advisors first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Lebenthal Global Advisors held 10,392 shares of Palo Alto Networks worth $3.54M as of Q2 2026.
  • Lebenthal Global Advisors bought 201 Palo Alto Networks shares in Q2 2026, an estimated $46K.
  • Palo Alto Networks made up 0.48% of Lebenthal Global Advisors's portfolio in Q2 2026, its #49 holding.
  • Lebenthal Global Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.