LDB
PANW icon

Lee, Danner & Bass’s Palo Alto Networks PANW Stock Holding History

Lee, Danner & Bass’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 		$5.22M Sell
15,308
-96
-0.6% -$22K 0.3% 73
2026
Q1 		$2.47M Buy
15,404
+670
+5% +$113K 0.16% 107
2025
Q4 		$2.71M Buy
14,734
+400
+3% +$80.7K 0.19% 90
2025
Q3 		$2.92M Buy
14,334
+490
+4% +$93.8K 0.21% 87
2025
Q2 		$2.83M Buy
13,844
+625
+5% +$116K 0.22% 85
2025
Q1 		$2.26M Buy
13,219
+350
+3% +$64.7K 0.18% 96
2024
Q4 		$2.34M Buy
12,869
+6,165
+92% +$1.16M 0.19% 95
2024
Q3 		$1.15M Buy
6,704
+1,950
+41% +$328K 0.08% 130
2024
Q2 		$806K Buy
+4,754
New +$711K 0.06% 144
2023
Q4 		$555K Buy
+3,764
New +$503K 0.05% 155

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Lee, Danner & Bass's PANW Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Palo Alto Networks (PANW) stake by 0.62% in Q2 2026, selling an estimated $22K and leaving 15,308 shares worth $5.22M. The position accounts for 0.3% of the portfolio, ranked #73.

Lee, Danner & Bass first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Lee, Danner & Bass held 15,308 shares of Palo Alto Networks worth $5.22M as of Q2 2026.
  • Lee, Danner & Bass sold 96 Palo Alto Networks shares in Q2 2026, an estimated $22K.
  • Palo Alto Networks made up 0.3% of Lee, Danner & Bass's portfolio in Q2 2026, its #73 holding.
  • Lee, Danner & Bass first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.