MU
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Mirova US’s Palo Alto Networks PANW Stock Holding History

Mirova US’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 		$445M Sell
1,305,090
-297,622
-19% -$68.1M 4.79% 5
2026
Q1 		$257M Sell
1,602,712
-65,125
-4% -$10.9M 2.92% 15
2025
Q4 		$307M Sell
1,667,837
-49,457
-3% -$9.98M 3.08% 13
2025
Q3 		$350M Sell
1,717,294
-65,280
-4% -$12.5M 3.53% 9
2025
Q2 		$365M Buy
1,782,574
+71,888
+4% +$13.3M 3.78% 7
2025
Q1 		$292M Buy
1,710,686
+58,722
+4% +$10.9M 3.47% 12
2024
Q4 		$301M Sell
1,651,964
-49,616
-3% -$9.37M 3.61% 11
2024
Q3 		$291M Buy
1,701,580
+14,686
+0.9% +$2.47M 3.34% 13
2024
Q2 		$286M Buy
1,686,894
+34,120
+2% +$5.1M 3.56% 12
2024
Q1 		$235M Buy
1,652,774
+929,508
+129% +$147M 3.16% 16
2023
Q4 		$107M Buy
+723,266
New +$96.7M 1.61% 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

Mirova US's PANW Position: Q2 2026 in Review

Mirova US reduced its Palo Alto Networks (PANW) stake by 19% in Q2 2026, selling an estimated $68.1M and leaving 1,305,090 shares worth $445M. The position accounts for 4.79% of the portfolio, ranked #5.

Mirova US first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,907 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Mirova US held 1,305,090 shares of Palo Alto Networks worth $445M as of Q2 2026.
  • Mirova US sold 297,622 Palo Alto Networks shares in Q2 2026, an estimated $68.1M.
  • Palo Alto Networks made up 4.79% of Mirova US's portfolio in Q2 2026, its #5 holding.
  • Mirova US first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Mirova US's 13F filing for Q2 2026, filed 14 Aug 2026.