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PANW icon

NewEdge Advisors’s Palo Alto Networks PANW Stock Holding History

NewEdge 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 		$159M Sell
467,364
-29,630
-6% -$6.78M 0.47% 37
2026
Q1 		$79.7M Sell
496,994
-28,786
-5% -$4.84M 0.29% 64
2025
Q4 		$96.8M Buy
525,780
+418,359
+389% +$84.4M 0.35% 55
2025
Q3 		$21.9M Sell
107,421
-6,464
-6% -$1.24M 0.1% 208
2025
Q2 		$23.3M Buy
113,885
+12,677
+13% +$2.35M 0.12% 170
2025
Q1 		$17.3M Buy
101,208
+6,563
+7% +$1.21M 0.1% 204
2024
Q4 		$17.2M Sell
94,645
-3,827
-4% -$723K 0.1% 193
2024
Q3 		$16.8M Sell
98,472
-744
-0.7% -$125K 0.11% 196
2024
Q2 		$16.8M Buy
99,216
+18,892
+24% +$2.83M 0.12% 171
2024
Q1 		$11.4M Buy
80,324
+12,378
+18% +$1.95M 0.1% 209
2023
Q4 		$11.1M Buy
67,946
+27,336
+67% +$3.65M 0.11% 192
2023
Q3 		$4.76M Buy
40,610
+11,772
+41% +$1.39M 0.05% 331
2023
Q2 		$3.68M Buy
28,838
+12,852
+80% +$1.34M 0.04% 398
2023
Q1 		$1.6M Sell
15,986
-4,244
-21% -$360K 0.02% 601
2022
Q4 		$770K Sell
20,230
-1,758
-8% -$141K 0.02% 605
2022
Q3 		$1.8M Buy
21,988
+2,800
+15% +$242K 0.03% 461
2022
Q2 		$1.58M Buy
+19,188
New +$1.7M 0.03% 505
2022
Q1 		– Sell
-12,960
Closed -$1.2M – 1486
2021
Q4 		$1.2M Buy
12,960
+8,202
+172% +$709K 0.02% 638
2021
Q3 		$380K Buy
4,758
+828
+21% +$58.2K 0.01% 828
2021
Q2 		$243K Buy
+3,930
New +$233K 0.01% 979
2021
Q1 		– Sell
-55,302
Closed -$3.28M – 1093
2020
Q4 		$3.28M Buy
+55,302
New +$2.58M 0.11% 188
2019
Q2 		– Sell
-7,272
Closed -$294K – 688
2019
Q1 		$294K Buy
+7,272
New +$270K 0.02% 527
2018
Q4 		– Sell
-5,808
Closed -$218K – 690
2018
Q3 		$218K Buy
+5,808
New +$211K 0.02% 593
2017
Q3 		– Sell
-720
Closed -$16.5K – 882
2017
Q2 		$16.5K Buy
+720
New +$14.5K ﹤0.01% 795

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 $3.38T AUM 44.17% 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

NewEdge Advisors's PANW Position: Q2 2026 in Review

NewEdge Advisors reduced its Palo Alto Networks (PANW) stake by 6% in Q2 2026, selling an estimated $6.78M and leaving 467,364 shares worth $159M. The position accounts for 0.47% of the portfolio, ranked #37.

NewEdge Advisors first reported a position in PANW in Q2 2017 and has held it in 24 quarters since. 2,920 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • NewEdge Advisors held 467,364 shares of Palo Alto Networks worth $159M as of Q2 2026.
  • NewEdge Advisors sold 29,630 Palo Alto Networks shares in Q2 2026, an estimated $6.78M.
  • Palo Alto Networks made up 0.47% of NewEdge Advisors's portfolio in Q2 2026, its #37 holding.
  • NewEdge Advisors first reported a position in Palo Alto Networks in Q2 2017 and has held it in 24 quarters since.
  • 2,920 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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