Main Street Research’s Palo Alto Networks PANW Stock Holding History

Main Street Research’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	$7.96M	Sell	23,343 -10,681	-31%	-$2.44M	0.38%	34
2026 Q1	$5.45M	Buy	34,024 +20,789	+157%	+$3.49M	0.32%	36
2025 Q4	$2.44M	Sell	13,235 -21,217	-62%	-$4.28M	0.14%	44
2025 Q3	$7.02M	Buy	34,452 +21,306	+162%	+$4.08M	0.38%	36
2025 Q2	$2.69M	Sell	13,146 -650	-5%	-$121K	0.17%	43
2025 Q1	$2.35M	Sell	13,796 -440	-3%	-$81.4K	0.15%	47
2024 Q4	$2.59M	Buy	14,236 +926	+7%	+$175K	0.16%	47
2024 Q3	$2.27M	Sell	13,310 -482	-3%	-$81.1K	0.14%	48
2024 Q2	$2.34M	Sell	13,792 -180,306	-93%	-$27M	0.15%	44
2024 Q1	$27.6M	Buy	194,098 +6,856	+4%	+$1.08M	1.87%	26
2023 Q4	$27.6M	Buy	187,242 +1,136	+0.6%	+$152K	2.22%	16
2023 Q3	$21.8M	Buy	186,106 +182,666	+5,310%	+$21.6M	2.25%	20
2023 Q2	$439K	Buy	3,440 +200	+6%	+$20.8K	0.07%	66
2023 Q1	$324K	Sell	3,240 -25,662	-89%	-$2.17M	0.06%	71
2022 Q4	$2.02M	Hold	28,902	–	–	0.49%	25
2022 Q3	$2.37M	Buy	+28,902	New	+$2.5M	0.52%	23

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

Main Street Research's PANW Position: Q2 2026 in Review

Main Street Research reduced its Palo Alto Networks (PANW) stake by 31% in Q2 2026, selling an estimated $2.44M and leaving 23,343 shares worth $7.96M. The position accounts for 0.38% of the portfolio, ranked #34.

Main Street Research first reported a position in PANW in Q3 2022 and has held it in 16 quarters since. The position peaked at $27.6M in Q4 2023. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Main Street Research held 23,343 shares of Palo Alto Networks worth $7.96M as of Q2 2026.
Main Street Research sold 10,681 Palo Alto Networks shares in Q2 2026, an estimated $2.44M.
Palo Alto Networks made up 0.38% of Main Street Research's portfolio in Q2 2026, its #34 holding.
Main Street Research first reported a position in Palo Alto Networks in Q3 2022 and has held it in 16 quarters since.
Main Street Research's Palo Alto Networks position peaked at $27.6M in Q4 2023.
2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.