MDSL
PANW icon

M.D. Sass LLC’s Palo Alto Networks PANW Stock Holding History

M.D. Sass LLC’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 		$12.2M Sell
35,885
-14,631
-29% -$3.35M 0.8% 25
2026
Q1 		$8.1M Buy
50,516
+14,288
+39% +$2.4M 0.61% 25
2025
Q4 		$6.67M Hold
36,228
– – 0.53% 24
2025
Q3 		$7.38M Buy
36,228
+8,516
+31% +$1.63M 0.6% 25
2025
Q2 		$5.67M Hold
27,712
– – 0.46% 26
2025
Q1 		$4.73M Sell
27,712
-4,332
-14% -$801K 0.42% 27
2024
Q4 		$5.83M Buy
32,044
+7,186
+29% +$1.36M 0.44% 27
2024
Q3 		$4.25M Sell
24,858
-3,390
-12% -$571K 0.31% 28
2024
Q2 		$4.79M Sell
28,248
-69,368
-71% -$10.4M 0.34% 28
2024
Q1 		$13.9M Sell
97,616
-7,086
-7% -$1.12M 1.56% 26
2023
Q4 		$15.4M Sell
104,702
-6,240
-6% -$834K 1.86% 22
2023
Q3 		$13M Buy
+110,942
New +$13.1M 1.75% 22

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

M.D. Sass LLC's PANW Position: Q2 2026 in Review

M.D. Sass LLC reduced its Palo Alto Networks (PANW) stake by 29% in Q2 2026, selling an estimated $3.35M and leaving 35,885 shares worth $12.2M. The position accounts for 0.8% of the portfolio, ranked #25.

M.D. Sass LLC first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.4M in Q4 2023. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • M.D. Sass LLC held 35,885 shares of Palo Alto Networks worth $12.2M as of Q2 2026.
  • M.D. Sass LLC sold 14,631 Palo Alto Networks shares in Q2 2026, an estimated $3.35M.
  • Palo Alto Networks made up 0.8% of M.D. Sass LLC's portfolio in Q2 2026, its #25 holding.
  • M.D. Sass LLC first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
  • M.D. Sass LLC's Palo Alto Networks position peaked at $15.4M in Q4 2023.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on M.D. Sass LLC's 13F filing for Q2 2026, filed 7 Aug 2026.