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Morningstar Investment Management’s Palo Alto Networks PANW Stock Holding History

Morningstar Investment Management’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 		$2.91M Hold
18,171
– – 0.18% 138
2026
Q1 		$2.91M Buy
18,171
+9,599
+112% +$1.61M 0.18% 136
2025
Q4 		$1.58M Sell
8,572
-37,507
-81% -$7.57M 0.09% 188
2025
Q3 		$9.38M Buy
+46,079
New +$8.82M 0.35% 68

Other funds holding PANW

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Morningstar Investment Management's PANW Position: Q2 2026 in Review

Morningstar Investment Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 18,171 shares worth $2.91M. The position accounts for 0.18% of the portfolio, ranked #138.

Morningstar Investment Management first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.38M in Q3 2025. 1,642 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Morningstar Investment Management held 18,171 shares of Palo Alto Networks worth $2.91M as of Q2 2026.
  • Morningstar Investment Management left its Palo Alto Networks share count unchanged in Q2 2026.
  • Palo Alto Networks made up 0.18% of Morningstar Investment Management's portfolio in Q2 2026, its #138 holding.
  • Morningstar Investment Management first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Palo Alto Networks position peaked at $9.38M in Q3 2025.
  • 1,642 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.