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Mason & Associates (California)’s Palo Alto Networks PANW Stock Holding History

Mason & Associates (California)’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 		$258K Sell
757
-2,322
-75% -$531K 0.04% 149
2026
Q1 		$475K Buy
3,079
+11
+0.4% +$1.85K 0.09% 112
2025
Q4 		$565K Buy
3,068
+140
+5% +$28.2K 0.11% 99
2025
Q3 		$596K Sell
2,928
-7
-0.2% -$1.34K 0.12% 74
2025
Q2 		$601K Hold
2,935
– – 0.14% 70
2025
Q1 		$501K Buy
2,935
+95
+3% +$17.6K 0.12% 68
2024
Q4 		$517K Hold
2,840
– – 0.12% 73
2024
Q3 		$485K Sell
2,840
-40
-1% -$6.73K 0.12% 75
2024
Q2 		$488K Hold
2,880
– – 0.13% 67
2024
Q1 		$409K Buy
+2,880
New +$454K 0.11% 71

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

Mason & Associates (California)'s PANW Position: Q2 2026 in Review

Mason & Associates (California) reduced its Palo Alto Networks (PANW) stake by 75% in Q2 2026, selling an estimated $531K and leaving 757 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #149.

Mason & Associates (California) first reported a position in PANW in Q1 2024 and has held it in 10 quarters since. The position peaked at $601K in Q2 2025. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Mason & Associates (California) held 757 shares of Palo Alto Networks worth $258K as of Q2 2026.
  • Mason & Associates (California) sold 2,322 Palo Alto Networks shares in Q2 2026, an estimated $531K.
  • Palo Alto Networks made up 0.04% of Mason & Associates (California)'s portfolio in Q2 2026, its #149 holding.
  • Mason & Associates (California) first reported a position in Palo Alto Networks in Q1 2024 and has held it in 10 quarters since.
  • Mason & Associates (California)'s Palo Alto Networks position peaked at $601K in Q2 2025.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.