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Mattson Financial Services’s Palo Alto Networks PANW Stock Holding History

Mattson Financial Services’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 		$6.12M Sell
17,282
-635
-4% -$145K 1.28% 15
2026
Q1 		$2.87M Buy
17,917
+941
+6% +$158K 0.69% 48
2025
Q4 		$3.13M Buy
16,976
+524
+3% +$106K 0.73% 44
2025
Q3 		$3.35M Buy
16,452
+1,073
+7% +$205K 0.8% 41
2025
Q2 		$3.15M Buy
15,379
+791
+5% +$147K 0.85% 37
2025
Q1 		$2.49M Buy
14,588
+7,925
+119% +$1.47M 0.75% 50
2024
Q4 		$2.28M Sell
6,663
-10,673
-62% -$2.02M 0.72% 49
2024
Q3 		$2.94M Sell
17,336
-130
-0.7% -$21.9K 1.05% 22
2024
Q2 		$2.96M Buy
+17,466
New +$2.61M 1.05% 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

Mattson Financial Services's PANW Position: Q2 2026 in Review

Mattson Financial Services reduced its Palo Alto Networks (PANW) stake by 3.5% in Q2 2026, selling an estimated $145K and leaving 17,282 shares worth $6.12M. The position accounts for 1.28% of the portfolio, ranked #15.

Mattson Financial Services first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Mattson Financial Services held 17,282 shares of Palo Alto Networks worth $6.12M as of Q2 2026.
  • Mattson Financial Services sold 635 Palo Alto Networks shares in Q2 2026, an estimated $145K.
  • Palo Alto Networks made up 1.28% of Mattson Financial Services's portfolio in Q2 2026, its #15 holding.
  • Mattson Financial Services first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.