Mount Yale Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Mount Yale Investment Advisors’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	$20.7M	Buy	60,596 +10,250	+20%	+$2.35M	0.38%	54
2026 Q1	$8.07M	Buy	50,346 +23,616	+88%	+$3.97M	0.19%	118
2025 Q4	$4.92M	Buy	26,730 +15,280	+133%	+$3.08M	0.24%	91
2025 Q3	$2.33M	Buy	11,450 +8,655	+310%	+$1.66M	0.16%	140
2025 Q2	$572K	Buy	2,795 +372	+15%	+$69.1K	0.04%	311
2025 Q1	$413K	Buy	2,423 +167	+7%	+$30.9K	0.04%	368
2024 Q4	$411K	Buy	2,256 +944	+72%	+$178K	0.03%	373
2024 Q3	$224K	Buy	+1,312	New	+$221K	0.02%	503
2023 Q2	–	Sell	-6,952	Closed	-$694K	–	507
2023 Q1	$694K	Buy	+6,952	New	+$589K	0.08%	250
2022 Q4	–	Sell	-3,576	Closed	-$293K	–	486
2022 Q3	$293K	Buy	+3,576	New	+$310K	0.04%	349
2018 Q4	–	Sell	-1,326	Closed	-$42K	–	641
2018 Q3	$42K	Buy	1,326 +708	+115%	+$25.8K	0.01%	634
2018 Q2	$21K	Sell	618 -6	-1%	-$200	﹤0.01%	783
2018 Q1	$19K	Buy	+624	New	+$17.3K	﹤0.01%	782

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Mount Yale Investment Advisors's PANW Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Palo Alto Networks (PANW) stake by 20% in Q2 2026, buying an estimated $2.35M and bringing the position to 60,596 shares worth $20.7M. The position accounts for 0.38% of the portfolio, ranked #54.

Mount Yale Investment Advisors first reported a position in PANW in Q1 2018 and has held it in 13 quarters since. 2,920 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Mount Yale Investment Advisors held 60,596 shares of Palo Alto Networks worth $20.7M as of Q2 2026.
Mount Yale Investment Advisors bought 10,250 Palo Alto Networks shares in Q2 2026, an estimated $2.35M.
Palo Alto Networks made up 0.38% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #54 holding.
Mount Yale Investment Advisors first reported a position in Palo Alto Networks in Q1 2018 and has held it in 13 quarters since.
2,920 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.