Novare Capital Management’s Palo Alto Networks PANW Stock Holding History

Novare Capital 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	$3.62M	Sell	10,614 -1,421	-12%	-$325K	0.26%	74
2026 Q1	$1.93M	Buy	12,035 +2,190	+22%	+$368K	0.15%	90
2025 Q4	$1.81M	Buy	9,845 +2,195	+29%	+$443K	0.14%	90
2025 Q3	$1.56M	Buy	7,650 +1,945	+34%	+$372K	0.12%	99
2025 Q2	$1.17M	Buy	5,705 +35	+0.6%	+$6.5K	0.09%	111
2025 Q1	$968K	Sell	5,670 -300	-5%	-$55.5K	0.08%	114
2024 Q4	$1.09M	Buy	5,970 +500	+9%	+$94.5K	0.09%	110
2024 Q3	$935K	Buy	5,470 +130	+2%	+$21.9K	0.08%	111
2024 Q2	$905K	Buy	+5,340	New	+$799K	0.08%	110
2023 Q4	–	Sell	-4,000	Closed	-$469K	–	173
2023 Q3	$469K	Buy	4,000 +510	+15%	+$60.4K	0.05%	125
2023 Q2	$446K	Buy	3,490 +490	+16%	+$51K	0.05%	130
2023 Q1	$300K	Hold	3,000	–	–	0.03%	147
2022 Q4	$209K	Buy	+3,000	New	+$241K	0.02%	170

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

Novare Capital Management's PANW Position: Q2 2026 in Review

Novare Capital Management reduced its Palo Alto Networks (PANW) stake by 12% in Q2 2026, selling an estimated $325K and leaving 10,614 shares worth $3.62M. The position accounts for 0.26% of the portfolio, ranked #74.

Novare Capital Management first reported a position in PANW in Q4 2022 and has held it in 13 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Novare Capital Management held 10,614 shares of Palo Alto Networks worth $3.62M as of Q2 2026.
Novare Capital Management sold 1,421 Palo Alto Networks shares in Q2 2026, an estimated $325K.
Palo Alto Networks made up 0.26% of Novare Capital Management's portfolio in Q2 2026, its #74 holding.
Novare Capital Management first reported a position in Palo Alto Networks in Q4 2022 and has held it in 13 quarters since.
2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.