MBA Advisors
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MBA Advisors’s Palo Alto Networks PANW Stock Holding History

MBA Advisors’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
Q3 		$731K Buy
1,840
+30
+2% +$10.7K 0.24% 76
2026
Q2 		$617K Sell
1,810
-59
-3% -$13.5K 0.21% 82
2026
Q1 		$300K Sell
1,869
-465
-20% -$78.1K 0.12% 113
2025
Q4 		$430K Sell
2,334
-34
-1% -$6.86K 0.17% 92
2025
Q3 		$482K Buy
2,368
+24
+1% +$4.59K 0.21% 87
2025
Q2 		$480K Buy
2,344
+47
+2% +$8.73K 0.22% 82
2025
Q1 		$392K Buy
2,297
+300
+15% +$55.5K 0.19% 93
2024
Q4 		$363K Buy
+1,997
New +$377K 0.18% 92

Other funds holding PANW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

MBA Advisors's PANW Position: Q3 2026 in Review

MBA Advisors increased its Palo Alto Networks (PANW) stake by 1.7% in Q3 2026, buying an estimated $10.7K and bringing the position to 1,840 shares worth $731K. The position accounts for 0.24% of the portfolio, ranked #76.

MBA Advisors first reported a position in PANW in Q4 2024 and has held it in 8 quarters since. 2,119 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • MBA Advisors held 1,840 shares of Palo Alto Networks worth $731K as of Q3 2026.
  • MBA Advisors bought 30 Palo Alto Networks shares in Q3 2026, an estimated $10.7K.
  • Palo Alto Networks made up 0.24% of MBA Advisors's portfolio in Q3 2026, its #76 holding.
  • MBA Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 8 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.