McRae Capital Management’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
$11.3M Sell
33,046
-1,494
-4% -$342K 2.22% 19
2026
Q1
$5.54M Buy
+34,540
New +$5.8M 1.15% 34

Other funds holding PANW

McRae Capital Management's PANW Position: Q2 2026 in Review

McRae Capital Management reduced its Palo Alto Networks (PANW) stake by 4.3% in Q2 2026, selling an estimated $342K and leaving 33,046 shares worth $11.3M. The position accounts for 2.22% of the portfolio, ranked #19.

McRae Capital Management first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • McRae Capital Management held 33,046 shares of Palo Alto Networks worth $11.3M as of Q2 2026.
  • McRae Capital Management sold 1,494 Palo Alto Networks shares in Q2 2026, an estimated $342K.
  • Palo Alto Networks made up 2.22% of McRae Capital Management's portfolio in Q2 2026, its #19 holding.
  • McRae Capital Management first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on McRae Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.