MAM
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Morse Asset Management’s Palo Alto Networks PANW Stock Holding History

Morse Asset 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 		$7.34M Sell
21,531
-10
-0% -$2.29K 1.22% 23
2026
Q1 		$3.45M Sell
21,541
-8,327
-28% -$1.4M 0.72% 44
2025
Q4 		$5.5M Sell
29,868
-124
-0.4% -$25K 1.1% 24
2025
Q3 		$6.11M Sell
29,992
-636
-2% -$122K 1.22% 22
2025
Q2 		$6.27M Sell
30,628
-459
-1% -$85.2K 1.37% 18
2025
Q1 		$5.3M Sell
31,087
-7,735
-20% -$1.43M 1.34% 22
2024
Q4 		$7.06M Buy
38,822
+836
+2% +$158K 1.61% 17
2024
Q3 		$6.49M Sell
37,986
-250
-0.7% -$42.1K 1.4% 21
2024
Q2 		$6.48M Buy
38,236
+36
+0.1% +$5.38K 1.57% 20
2024
Q1 		$5.43M Buy
38,200
+2,802
+8% +$442K 1.38% 23
2023
Q4 		$5.22M Sell
35,398
-4,962
-12% -$663K 1.54% 22
2023
Q3 		$4.73M Buy
40,360
+616
+2% +$72.9K 1.5% 22
2023
Q2 		$5.08M Buy
39,744
+1,138
+3% +$118K 1.54% 19
2023
Q1 		$3.86M Sell
38,606
-1,342
-3% -$114K 1.3% 26
2022
Q4 		$2.79M Sell
39,948
-4,500
-10% -$361K 1.01% 32
2022
Q3 		$3.64M Buy
44,448
+1,386
+3% +$120K 1.37% 18
2022
Q2 		$3.54M Buy
43,062
+810
+2% +$71.8K 1.14% 23
2022
Q1 		$4.38M Buy
42,252
+11,472
+37% +$1.03M 1.09% 30
2021
Q4 		$2.86M Buy
+30,780
New +$2.66M 0.64% 43
2020
Q1 		– Sell
-25,188
Closed -$971K – 114
2019
Q4 		$971K Buy
25,188
+4,356
+21% +$165K 0.33% 70
2019
Q3 		$708K Sell
20,832
-7,200
-26% -$255K 0.26% 80
2019
Q2 		$952K Sell
28,032
-48,444
-63% -$1.81M 0.28% 78
2019
Q1 		$3.1M Buy
76,476
+43,824
+134% +$1.63M 0.93% 32
2018
Q4 		$1.02M Sell
32,652
-44,766
-58% -$1.4M 0.36% 67
2018
Q3 		$2.91M Buy
77,418
+10,170
+15% +$370K 0.77% 42
2018
Q2 		$2.3M Buy
67,248
+19,878
+42% +$663K 0.63% 46
2018
Q1 		$1.43M Buy
+47,370
New +$1.32M 0.4% 64

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

Morse Asset Management's PANW Position: Q2 2026 in Review

Morse Asset Management reduced its Palo Alto Networks (PANW) stake by 0.05% in Q2 2026, selling an estimated $2.29K and leaving 21,531 shares worth $7.34M. The position accounts for 1.22% of the portfolio, ranked #23.

Morse Asset Management first reported a position in PANW in Q1 2018 and has held it in 27 quarters since. 2,907 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Morse Asset Management held 21,531 shares of Palo Alto Networks worth $7.34M as of Q2 2026.
  • Morse Asset Management sold 10 Palo Alto Networks shares in Q2 2026, an estimated $2.29K.
  • Palo Alto Networks made up 1.22% of Morse Asset Management's portfolio in Q2 2026, its #23 holding.
  • Morse Asset Management first reported a position in Palo Alto Networks in Q1 2018 and has held it in 27 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.