LPL Financial’s Palo Alto Networks PANW Stock Holding History

LPL Financial’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	$1.09M	Sell	3,200 -900	-22%	-$206K	﹤0.01%	4356
2026 Q1	$657K	Sell	4,100 -800	-16%	-$134K	﹤0.01%	4528
2025 Q4	$903K	Buy	4,900 +400	+9%	+$80.7K	﹤0.01%	4182
2025 Q3	$916K	Buy	4,500 +2,900	+181%	+$555K	﹤0.01%	4083
2025 Q2	$327K	Sell	1,600 -1,400	-47%	-$260K	﹤0.01%	4712
2025 Q1	$512K	Buy	3,000 +1,600	+114%	+$296K	﹤0.01%	4152
2024 Q4	$255K	Buy	+1,400	New	+$264K	﹤0.01%	4653

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

LPL Financial's PANW Position: Q2 2026 in Review

LPL Financial reduced its Palo Alto Networks (PANW) stake by 2.5% in Q2 2026, selling an estimated $9.9M and leaving 1,707,431 shares worth $582M. The position accounts for 0.13% of the portfolio, ranked #156.

LPL Financial first reported a position in PANW in Q1 2014 and has held it in 50 quarters since. 2,911 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

LPL Financial held 1,707,431 shares of Palo Alto Networks worth $582M as of Q2 2026.
LPL Financial sold 43,250 Palo Alto Networks shares in Q2 2026, an estimated $9.9M.
Palo Alto Networks made up 0.13% of LPL Financial's portfolio in Q2 2026, its #156 holding.
LPL Financial first reported a position in Palo Alto Networks in Q1 2014 and has held it in 50 quarters since.
2,911 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.