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Longbow Finance’s Palo Alto Networks PANW Stock Holding History

Longbow Finance’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 		$5.82M Sell
17,056
-29,279
-63% -$6.7M 0.74% 50
2026
Q1 		$7.43M Sell
46,335
-3,520
-7% -$591K 1.35% 28
2025
Q4 		$9.18M Sell
49,855
-14,139
-22% -$2.85M 1.55% 16
2025
Q3 		$13M Buy
63,994
+16,213
+34% +$3.1M 1.29% 21
2025
Q2 		$9.78M Buy
47,781
+22,856
+92% +$4.24M 1.04% 29
2025
Q1 		$4.25M Sell
24,925
-5,353
-18% -$990K 0.51% 55
2024
Q4 		$5.51M Buy
30,278
+1,434
+5% +$271K 0.6% 53
2024
Q3 		$4.93M Hold
28,844
– – 0.53% 51
2024
Q2 		$4.89M Sell
28,844
-1,504
-5% -$225K 0.51% 48
2024
Q1 		$4.31M Sell
30,348
-2,944
-9% -$464K 0.44% 63
2023
Q4 		$4.91M Buy
+33,292
New +$4.45M 0.5% 55

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

Longbow Finance's PANW Position: Q2 2026 in Review

Longbow Finance reduced its Palo Alto Networks (PANW) stake by 63% in Q2 2026, selling an estimated $6.7M and leaving 17,056 shares worth $5.82M. The position accounts for 0.74% of the portfolio, ranked #50.

Longbow Finance first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. The position peaked at $13M in Q3 2025. 2,914 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Longbow Finance held 17,056 shares of Palo Alto Networks worth $5.82M as of Q2 2026.
  • Longbow Finance sold 29,279 Palo Alto Networks shares in Q2 2026, an estimated $6.7M.
  • Palo Alto Networks made up 0.74% of Longbow Finance's portfolio in Q2 2026, its #50 holding.
  • Longbow Finance first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • Longbow Finance's Palo Alto Networks position peaked at $13M in Q3 2025.
  • 2,914 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.