LI
PANW icon

LRI Investments’s Palo Alto Networks PANW Stock Holding History

LRI 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 		$1.06M Buy
3,108
+130
+4% +$29.8K 0.09% 121
2026
Q1 		$477K Buy
2,978
+822
+38% +$138K 0.04% 186
2025
Q4 		$397K Sell
2,156
-128
-6% -$25.8K 0.03% 195
2025
Q3 		$465K Sell
2,284
-1,516
-40% -$290K 0.04% 186
2025
Q2 		$778K Sell
3,800
-94
-2% -$17.5K 0.07% 130
2025
Q1 		$664K Buy
3,894
+1,544
+66% +$286K 0.06% 141
2024
Q4 		$428K Sell
2,350
-948
-29% -$179K 0.04% 156
2024
Q3 		$650K Sell
3,298
-3,602
-52% -$606K 0.06% 126
2024
Q2 		$1.17M Buy
6,900
+6,526
+1,745% +$976K 0.13% 59
2024
Q1 		$53.1K Buy
+374
New +$59K 0.01% 263

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LRI Investments's PANW Position: Q2 2026 in Review

LRI Investments increased its Palo Alto Networks (PANW) stake by 4.4% in Q2 2026, buying an estimated $29.8K and bringing the position to 3,108 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #121.

LRI Investments first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.17M in Q2 2024. 1,307 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • LRI Investments held 3,108 shares of Palo Alto Networks worth $1.06M as of Q2 2026.
  • LRI Investments bought 130 Palo Alto Networks shares in Q2 2026, an estimated $29.8K.
  • Palo Alto Networks made up 0.09% of LRI Investments's portfolio in Q2 2026, its #121 holding.
  • LRI Investments first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Palo Alto Networks position peaked at $1.17M in Q2 2024.
  • 1,307 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.