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LMCG Investments’s Palo Alto Networks PANW Stock Holding History

LMCG Investments’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 		$19.7M Sell
57,784
-23,444
-29% -$5.37M 1.06% 25
2026
Q1 		$13M Buy
81,228
+33,727
+71% +$5.67M 0.77% 40
2025
Q4 		$8.75M Buy
47,501
+39,747
+513% +$8.02M 0.5% 70
2025
Q3 		$1.58M Sell
7,754
-1,624
-17% -$311K 0.09% 138
2025
Q2 		$1.92M Hold
9,378
– – 0.12% 133
2025
Q1 		$1.6M Buy
9,378
+344
+4% +$63.6K 0.11% 149
2024
Q4 		$1.64M Sell
9,034
-1,486
-14% -$281K 0.1% 144
2024
Q3 		$1.8M Sell
10,520
-2,986
-22% -$503K 0.11% 135
2024
Q2 		$2.29M Sell
13,506
-1,454
-10% -$217K 0.13% 131
2024
Q1 		$2.13M Buy
14,960
+1,730
+13% +$273K 0.13% 137
2023
Q4 		$1.95M Sell
13,230
-36
-0.3% -$4.81K 0.12% 153
2023
Q3 		$1.56M Hold
13,266
– – 0.11% 173
2023
Q2 		$1.69M Sell
13,266
-150
-1% -$15.6K 0.11% 173
2023
Q1 		$1.34M Sell
13,416
-2,796
-17% -$237K 0.09% 194
2022
Q4 		$1.13M Sell
16,212
-13,740
-46% -$1.1M 0.08% 202
2022
Q3 		$2.45M Sell
29,952
-186
-0.6% -$16.1K 0.18% 141
2022
Q2 		$2.48M Sell
30,138
-1,380
-4% -$122K 0.17% 140
2022
Q1 		$3.27M Buy
+31,518
New +$2.82M 0.19% 133

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

LMCG Investments's PANW Position: Q2 2026 in Review

LMCG Investments reduced its Palo Alto Networks (PANW) stake by 29% in Q2 2026, selling an estimated $5.37M and leaving 57,784 shares worth $19.7M. The position accounts for 1.06% of the portfolio, ranked #25.

LMCG Investments first reported a position in PANW in Q1 2022 and has held it in 18 quarters since. 1,138 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • LMCG Investments held 57,784 shares of Palo Alto Networks worth $19.7M as of Q2 2026.
  • LMCG Investments sold 23,444 Palo Alto Networks shares in Q2 2026, an estimated $5.37M.
  • Palo Alto Networks made up 1.06% of LMCG Investments's portfolio in Q2 2026, its #25 holding.
  • LMCG Investments first reported a position in Palo Alto Networks in Q1 2022 and has held it in 18 quarters since.
  • 1,138 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.