Lido Advisors
PANW icon

Lido Advisors’s Palo Alto Networks PANW Stock Holding History

Lido 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 		$90.9M Sell
266,639
-16,331
-6% -$3.74M 0.25% 63
2026
Q1 		$45.4M Sell
282,970
-26,660
-9% -$4.48M 0.14% 101
2025
Q4 		$62.1M Buy
309,630
+1,976
+0.6% +$399K 0.19% 75
2025
Q3 		$62.6M Buy
307,654
+36,601
+14% +$7.01M 0.2% 70
2025
Q2 		$55.5M Buy
271,053
+25,355
+10% +$4.71M 0.22% 65
2025
Q1 		$41.9M Buy
245,698
+35,967
+17% +$6.65M 0.19% 74
2024
Q4 		$38.2M Buy
209,731
+12,451
+6% +$2.35M 0.17% 73
2024
Q3 		$33.7M Buy
197,280
+14,904
+8% +$2.51M 0.17% 64
2024
Q2 		$30.9M Sell
182,376
-75,712
-29% -$11.3M 0.17% 60
2024
Q1 		$36.7M Buy
258,088
+48,716
+23% +$7.68M 0.22% 51
2023
Q4 		$30.9M Buy
209,372
+65,136
+45% +$8.71M 0.21% 52
2023
Q3 		$16.9M Buy
144,236
+9,808
+7% +$1.16M 0.13% 90
2023
Q2 		$17.2M Buy
134,428
+23,084
+21% +$2.4M 0.12% 92
2023
Q1 		$11.1M Buy
111,344
+102,548
+1,166% +$8.69M 0.11% 115
2022
Q4 		$614K Buy
8,796
+5,428
+161% +$436K 0.01% 531
2022
Q3 		$275K Buy
+3,368
New +$292K ﹤0.01% 785
2019
Q3 		– Sell
-5,922
Closed -$201K – 604
2019
Q2 		$201K Buy
+5,922
New +$222K 0.01% 517
2019
Q1 		– Sell
-9,804
Closed -$307K – 539
2018
Q4 		$307K Buy
9,804
+288
+3% +$8.98K 0.03% 302
2018
Q3 		$357K Buy
9,516
+1,332
+16% +$48.5K 0.03% 302
2018
Q2 		$280K Buy
8,184
+954
+13% +$31.8K 0.03% 324
2018
Q1 		$218K Buy
+7,230
New +$201K 0.03% 342

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

Lido Advisors's PANW Position: Q2 2026 in Review

Lido Advisors reduced its Palo Alto Networks (PANW) stake by 5.8% in Q2 2026, selling an estimated $3.74M and leaving 266,639 shares worth $90.9M. The position accounts for 0.25% of the portfolio, ranked #63.

Lido Advisors first reported a position in PANW in Q1 2018 and has held it in 21 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Lido Advisors held 266,639 shares of Palo Alto Networks worth $90.9M as of Q2 2026.
  • Lido Advisors sold 16,331 Palo Alto Networks shares in Q2 2026, an estimated $3.74M.
  • Palo Alto Networks made up 0.25% of Lido Advisors's portfolio in Q2 2026, its #63 holding.
  • Lido Advisors first reported a position in Palo Alto Networks in Q1 2018 and has held it in 21 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.