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Marshall Investment Management’s Palo Alto Networks PANW Stock Holding History

Marshall Investment Management’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 		$48.8K Hold
143
– – 0.02% 129
2026
Q1 		$22.9K Buy
+143
New +$24K 0.01% 154
2025
Q2 		– Sell
-612
Closed -$104K – 164
2025
Q1 		$104K Sell
612
-266
-30% -$49.2K 0.06% 89
2024
Q4 		$300K Buy
+878
New +$166K 0.18% 58

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

Marshall Investment Management's PANW Position: Q2 2026 in Review

Marshall Investment Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 143 shares worth $48.8K. The position accounts for 0.02% of the portfolio, ranked #129.

Marshall Investment Management first reported a position in PANW in Q4 2024 and has held it in 4 quarters since. The position peaked at $300K in Q4 2024. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Marshall Investment Management held 143 shares of Palo Alto Networks worth $48.8K as of Q2 2026.
  • Marshall Investment Management left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.02% of Marshall Investment Management's portfolio in Q2 2026, its #129 holding.
  • Marshall Investment Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Palo Alto Networks position peaked at $300K in Q4 2024.
  • 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.