Leisure Capital Management’s Palo Alto Networks PANW Stock Holding History

Leisure Capital Management’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	$1.13M	Sell	3,318 -15	-0.5%	-$3.43K	0.35%	70
2026 Q1	$534K	Sell	3,333 -5	-0.1%	-$840	0.19%	97
2025 Q4	$615K	Sell	3,338 -250	-7%	-$50.4K	0.2%	96
2025 Q3	$731K	Buy	3,588 +120	+3%	+$23K	0.25%	86
2025 Q2	$710K	Hold	3,468	–	–	0.27%	84
2025 Q1	$592K	Hold	3,468	–	–	0.24%	90
2024 Q4	$631K	Hold	3,468	–	–	0.25%	92
2024 Q3	$593K	Hold	3,468	–	–	0.25%	97
2024 Q2	$588K	Hold	3,468	–	–	0.27%	92
2024 Q1	$493K	Buy	3,468 +72	+2%	+$11.4K	0.25%	98
2023 Q4	$501K	Hold	3,396	–	–	0.27%	97
2023 Q3	$398K	Buy	3,396 +42	+1%	+$4.97K	0.23%	103
2023 Q2	$428K	Hold	3,354	–	–	0.24%	102
2023 Q1	$335K	Sell	3,354 -18	-0.5%	-$1.52K	0.19%	109
2022 Q4	$235K	Hold	3,372	–	–	0.12%	132
2022 Q3	$276K	Buy	3,372 +18	+0.5%	+$1.56K	0.17%	108
2022 Q2	$276K	Hold	3,354	–	–	0.14%	109
2022 Q1	$348K	Hold	3,354	–	–	0.18%	109
2021 Q4	$311K	Hold	3,354	–	–	0.14%	124
2021 Q3	$268K	Hold	3,354	–	–	0.14%	126
2021 Q2	$207K	Buy	+3,354	New	+$199K	0.12%	142

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Leisure Capital Management's PANW Position: Q2 2026 in Review

Leisure Capital Management reduced its Palo Alto Networks (PANW) stake by 0.45% in Q2 2026, selling an estimated $3.43K and leaving 3,318 shares worth $1.13M. The position accounts for 0.35% of the portfolio, ranked #70.

Leisure Capital Management first reported a position in PANW in Q2 2021 and has held it in 21 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Leisure Capital Management held 3,318 shares of Palo Alto Networks worth $1.13M as of Q2 2026.
Leisure Capital Management sold 15 Palo Alto Networks shares in Q2 2026, an estimated $3.43K.
Palo Alto Networks made up 0.35% of Leisure Capital Management's portfolio in Q2 2026, its #70 holding.
Leisure Capital Management first reported a position in Palo Alto Networks in Q2 2021 and has held it in 21 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Leisure Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.