Lipe & Dalton’s Palo Alto Networks PANW Stock Holding History

Lipe & Dalton’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	$631K	Sell	1,850 -100	-5%	-$22.9K	0.29%	53
2026 Q1	$313K	Sell	1,950 -50	-3%	-$8.4K	0.16%	64
2025 Q4	$368K	Hold	2,000	–	–	0.18%	62
2025 Q3	$407K	Hold	2,000	–	–	0.2%	63
2025 Q2	$409K	Hold	2,000	–	–	0.22%	60
2025 Q1	$341K	Hold	2,000	–	–	0.19%	66
2024 Q4	$364K	Hold	2,000	–	–	0.19%	64
2024 Q3	$342K	Hold	2,000	–	–	0.17%	72
2024 Q2	$339K	Hold	2,000	–	–	0.18%	70
2024 Q1	$284K	Hold	2,000	–	–	0.15%	74
2023 Q4	$295K	Hold	2,000	–	–	0.16%	71
2023 Q3	$234K	Buy	2,000 +150	+8%	+$17.8K	0.14%	73
2023 Q2	$236K	Hold	1,850	–	–	0.13%	72
2023 Q1	$185K	Buy	+1,850	New	+$157K	0.11%	79

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lipe & Dalton's PANW Position: Q2 2026 in Review

Lipe & Dalton reduced its Palo Alto Networks (PANW) stake by 5.1% in Q2 2026, selling an estimated $22.9K and leaving 1,850 shares worth $631K. The position accounts for 0.29% of the portfolio, ranked #53.

Lipe & Dalton first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Lipe & Dalton held 1,850 shares of Palo Alto Networks worth $631K as of Q2 2026.
Lipe & Dalton sold 100 Palo Alto Networks shares in Q2 2026, an estimated $22.9K.
Palo Alto Networks made up 0.29% of Lipe & Dalton's portfolio in Q2 2026, its #53 holding.
Lipe & Dalton first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.