Morgan Stanley’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 | $10B | Sell |
29,450,112
-2,868,846
| -9% | -$657M | 0.53% | 24 |
|
|
2026
Q1 | $5.18B | Buy |
32,318,958
+1,855,974
| +6% | +$312M | 0.31% | 52 |
|
|
2025
Q4 | $5.61B | Sell |
30,462,984
-296,391
| -1% | -$59.8M | 0.34% | 42 |
|
|
2025
Q3 | $6.26B | Buy |
30,759,375
+180,307
| +0.6% | +$34.5M | 0.38% | 36 |
|
|
2025
Q2 | $6.26B | Buy |
30,579,068
+1,875,083
| +7% | +$348M | 0.41% | 35 |
|
|
2025
Q1 | $4.9B | Sell |
28,703,985
-1,674,866
| -6% | -$310M | 0.35% | 43 |
|
|
2024
Q4 | $5.53B | Buy |
30,378,851
+389,131
| +1% | +$73.5M | 0.39% | 36 |
|
|
2024
Q3 | $5.13B | Buy |
29,989,720
+1,950,762
| +7% | +$328M | 0.37% | 40 |
|
|
2024
Q2 | $4.75B | Buy |
28,038,958
+315,432
| +1% | +$47.2M | 0.37% | 41 |
|
|
2024
Q1 | $3.94B | Sell |
27,723,526
-22,153,010
| -44% | -$3.49B | 0.32% | 54 |
|
|
2023
Q4 | $7.35B | Buy |
49,876,536
+28,247,380
| +131% | +$3.78B | 0.32% | 56 |
|
|
2023
Q3 | $2.54B | Buy |
21,629,156
+505,318
| +2% | +$59.8M | 0.26% | 66 |
|
|
2023
Q2 | $2.7B | Buy |
21,123,838
+760,328
| +4% | +$79.1M | 0.27% | 66 |
|
|
2023
Q1 | $2.03B | Buy |
20,363,510
+521,122
| +3% | +$44.2M | 0.22% | 87 |
|
|
2022
Q4 | $1.38B | Buy |
19,842,388
+1,095,528
| +6% | +$88M | 0.16% | 136 |
|
|
2022
Q3 | $1.54B | Buy |
18,746,860
+1,385,692
| +8% | +$120M | 0.21% | 97 |
|
|
2022
Q2 | $1.43B | Sell |
17,361,168
-1,050,042
| -6% | -$93.1M | 0.19% | 111 |
|
|
2022
Q1 | $1.91B | Buy |
18,411,210
+903,240
| +5% | +$80.8M | 0.26% | 89 |
|
|
2021
Q4 | $1.62B | Sell |
17,507,970
-664,518
| -4% | -$57.5M | 0.2% | 116 |
|
|
2021
Q3 | $1.45B | Buy |
18,172,488
+254,364
| +1% | +$17.9M | 0.2% | 123 |
|
|
2021
Q2 | $1.11B | Buy |
17,918,124
+847,638
| +5% | +$50.2M | 0.15% | 152 |
|
|
2021
Q1 | $916M | Buy |
17,070,486
+339,336
| +2% | +$20.2M | 0.13% | 162 |
|
|
2020
Q4 | $991M | Sell |
16,731,150
-735,918
| -4% | -$34.4M | 0.15% | 151 |
|
|
2020
Q3 | $713M | Buy |
17,467,068
+5,874,864
| +51% | +$244M | 0.14% | 160 |
|
|
2020
Q2 | $444M | Buy |
11,592,204
+327,258
| +3% | +$11.5M | 0.1% | 192 |
|
|
2020
Q1 | $308M | Buy |
11,264,946
+1,036,272
| +10% | +$36.2M | 0.08% | 211 |
|
|
2019
Q4 | $394M | Buy |
10,228,674
+363,414
| +4% | +$13.7M | 0.09% | 209 |
|
|
2019
Q3 | $335M | Buy |
9,865,260
+453,426
| +5% | +$16M | 0.09% | 225 |
|
|
2019
Q2 | $320M | Buy |
9,411,834
+1,106,436
| +13% | +$41.4M | 0.09% | 241 |
|
|
2019
Q1 | $336M | Buy |
8,305,398
+500,532
| +6% | +$18.6M | 0.1% | 219 |
|
|
2018
Q4 | $245M | Sell |
7,804,866
-793,920
| -9% | -$24.8M | 0.07% | 277 |
|
|
2018
Q3 | $323M | Buy |
8,598,786
+440,346
| +5% | +$16M | 0.08% | 242 |
|
|
2018
Q2 | $279M | Buy |
8,158,440
+1,153,704
| +16% | +$38.5M | 0.08% | 260 |
|
|
2018
Q1 | $212M | Buy |
7,004,736
+365,718
| +6% | +$10.2M | 0.06% | 323 |
|
|
2017
Q4 | $160M | Buy |
6,639,018
+357,510
| +6% | +$8.7M | 0.04% | 415 |
|
|
2017
Q3 | $151M | Sell |
6,281,508
-1,035,384
| -14% | -$23.6M | 0.05% | 398 |
|
|
2017
Q2 | $163M | Sell |
7,316,892
-1,868,034
| -20% | -$37.7M | 0.05% | 385 |
|
|
2017
Q1 | $172M | Sell |
9,184,926
-1,240,176
| -12% | -$27.7M | 0.05% | 364 |
|
|
2016
Q4 | $217M | Sell |
10,425,102
-527,610
| -5% | -$12.6M | 0.07% | 292 |
|
|
2016
Q3 | $291M | Buy |
10,952,712
+407,304
| +4% | +$9.28M | 0.1% | 223 |
|
|
2016
Q2 | $216M | Sell |
10,545,408
-167,286
| -2% | -$3.87M | 0.08% | 284 |
|
|
2016
Q1 | $291M | Sell |
10,712,694
-3,354,522
| -24% | -$82.5M | 0.11% | 198 |
|
|
2015
Q4 | $413M | Buy |
14,067,216
+630,492
| +5% | +$18.2M | 0.15% | 158 |
|
|
2015
Q3 | $385M | Sell |
13,436,724
-466,452
| -3% | -$13.8M | 0.14% | 164 |
|
|
2015
Q2 | $405M | Sell |
13,903,176
-595,746
| -4% | -$15.9M | 0.14% | 168 |
|
|
2015
Q1 | $353M | Buy |
14,498,922
+1,073,880
| +8% | +$24M | 0.13% | 184 |
|
|
2014
Q4 | $274M | Buy |
13,425,042
+447,690
| +3% | +$8.25M | 0.1% | 232 |
|
|
2014
Q3 | $212M | Buy |
12,977,352
+1,974,066
| +18% | +$28.3M | 0.08% | 272 |
|
|
2014
Q2 | $154M | Sell |
11,003,286
-772,092
| -7% | -$9.01M | 0.06% | 360 |
|
|
2014
Q1 | $135M | Buy |
11,775,378
+10,103,454
| +604% | +$115M | 0.06% | 375 |
|
|
2013
Q4 | $16M | Sell |
1,671,924
-1,199,238
| -42% | -$9.5M | 0.01% | 1542 |
|
|
2013
Q3 | $21.9M | Buy |
2,871,162
+1,815,444
| +172% | +$14.3M | 0.01% | 1155 |
|
|
2013
Q2 | $7.42M | Buy |
+1,055,718
| New | +$8.79M | ﹤0.01% | 1957 |
|
Other funds holding PANW
Morgan Stanley's PANW Position: Q2 2026 in Review
Morgan Stanley reduced its Palo Alto Networks (PANW) stake by 8.9% in Q2 2026, selling an estimated $657M and leaving 29,450,112 shares worth $10B. The position accounts for 0.53% of the portfolio, ranked #24.
Morgan Stanley first reported a position in PANW in Q2 2013 and has held it in 53 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Morgan Stanley held 29,450,112 shares of Palo Alto Networks worth $10B as of Q2 2026.
- Morgan Stanley sold 2,868,846 Palo Alto Networks shares in Q2 2026, an estimated $657M.
- Palo Alto Networks made up 0.53% of Morgan Stanley's portfolio in Q2 2026, its #24 holding.
- Morgan Stanley first reported a position in Palo Alto Networks in Q2 2013 and has held it in 53 quarters since.
- 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.