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PANW icon

Mirova’s Palo Alto Networks PANW Stock Holding History

Mirova’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 		$29.5M Sell
86,461
-100,105
-54% -$22.9M 1.09% 25
2026
Q1 		$29.9M Buy
186,566
+148,073
+385% +$24.9M 1.21% 22
2025
Q4 		$7.09M Sell
38,493
-1,442
-4% -$291K 1.02% 33
2025
Q3 		$8.13M Buy
39,935
+9,287
+30% +$1.78M 1.15% 29
2025
Q2 		$6.27M Buy
30,648
+8,174
+36% +$1.52M 0.88% 34
2025
Q1 		$3.83M Buy
22,474
+1,440
+7% +$266K 0.69% 40
2024
Q4 		$3.83M Buy
21,034
+734
+4% +$139K 0.66% 40
2024
Q3 		$3.47M Hold
20,300
– – 0.6% 41
2024
Q2 		$3.44M Buy
+20,300
New +$3.04M 0.63% 37

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's PANW Position: Q2 2026 in Review

Mirova reduced its Palo Alto Networks (PANW) stake by 54% in Q2 2026, selling an estimated $22.9M and leaving 86,461 shares worth $29.5M. The position accounts for 1.09% of the portfolio, ranked #25.

Mirova first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.9M in Q1 2026. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Mirova held 86,461 shares of Palo Alto Networks worth $29.5M as of Q2 2026.
  • Mirova sold 100,105 Palo Alto Networks shares in Q2 2026, an estimated $22.9M.
  • Palo Alto Networks made up 1.09% of Mirova's portfolio in Q2 2026, its #25 holding.
  • Mirova first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
  • Mirova's Palo Alto Networks position peaked at $29.9M in Q1 2026.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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