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

NEOS 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	$211M	Buy	618,939 +58,834	+11%	+$13.5M	0.78%	22
2026 Q1	$89.8M	Buy	560,105 +192,641	+52%	+$32.4M	0.45%	41
2025 Q4	$67.7M	Buy	367,464 +89,863	+32%	+$18.1M	0.39%	44
2025 Q3	$56.5M	Buy	277,601 +107,340	+63%	+$20.5M	0.42%	39
2025 Q2	$34.8M	Buy	170,261 +65,027	+62%	+$12.1M	0.43%	42
2025 Q1	$18M	Buy	105,234 +28,542	+37%	+$5.28M	0.34%	56
2024 Q4	$14M	Buy	76,692 +14,652	+24%	+$2.77M	0.33%	55
2024 Q3	$10.6M	Buy	62,040 +10,890	+21%	+$1.83M	0.32%	61
2024 Q2	$8.67M	Buy	51,150 +15,680	+44%	+$2.35M	0.36%	50
2024 Q1	$5.04M	Buy	35,470 +5,854	+20%	+$923K	0.31%	61
2023 Q4	$4.37M	Buy	29,616 +3,850	+15%	+$515K	0.41%	50
2023 Q3	$3.02M	Buy	+25,766	New	+$3.05M	0.39%	54

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 $3.37T AUM 44.26% 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

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

NEOS Investment Management increased its Palo Alto Networks (PANW) stake by 11% in Q2 2026, buying an estimated $13.5M and bringing the position to 618,939 shares worth $211M. The position accounts for 0.78% of the portfolio, ranked #22.

NEOS Investment Management first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

NEOS Investment Management held 618,939 shares of Palo Alto Networks worth $211M as of Q2 2026.
NEOS Investment Management bought 58,834 Palo Alto Networks shares in Q2 2026, an estimated $13.5M.
Palo Alto Networks made up 0.78% of NEOS Investment Management's portfolio in Q2 2026, its #22 holding.
NEOS Investment Management first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.