May Hill Capital’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$680K Buy
1,993
+541
+37% +$124K 0.14% 107
2026
Q1
$233K Buy
+1,452
New +$244K 0.06% 198
2025
Q4
Sell
-1,032
Closed -$210K 209
2025
Q3
$210K Buy
+1,032
New +$198K 0.06% 180
2025
Q2
Sell
-1,293
Closed -$221K 222
2025
Q1
$221K Buy
1,293
+83
+7% +$15.3K 0.08% 162
2024
Q4
$220K Buy
+1,210
New +$229K 0.09% 150

Other funds holding PANW

May Hill Capital's PANW Position: Q2 2026 in Review

May Hill Capital increased its Palo Alto Networks (PANW) stake by 37% in Q2 2026, buying an estimated $124K and bringing the position to 1,993 shares worth $680K. The position accounts for 0.14% of the portfolio, ranked #107.

May Hill Capital first reported a position in PANW in Q4 2024 and has held it in 5 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • May Hill Capital held 1,993 shares of Palo Alto Networks worth $680K as of Q2 2026.
  • May Hill Capital bought 541 Palo Alto Networks shares in Q2 2026, an estimated $124K.
  • Palo Alto Networks made up 0.14% of May Hill Capital's portfolio in Q2 2026, its #107 holding.
  • May Hill Capital first reported a position in Palo Alto Networks in Q4 2024 and has held it in 5 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on May Hill Capital's 13F filing for Q2 2026, filed 7 Aug 2026.