Parnassus Investments
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Parnassus Investments’s Palo Alto Networks PANW Stock Holding History

Parnassus Investments’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
2024
Q2 		– Sell
-2,790
Closed -$396K – 136
2024
Q1 		$396K Sell
2,790
-980
-26% -$155K ﹤0.01% 136
2023
Q4 		$556K Buy
3,770
+74
+2% +$9.89K ﹤0.01% 123
2023
Q3 		$433K Buy
+3,696
New +$437K ﹤0.01% 128

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parnassus Investments's PANW Position: Q2 2024 in Review

Parnassus Investments sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 2,790 shares — an estimated $396K sold.

Parnassus Investments first reported a position in PANW in Q3 2023 and held it in 3 quarters. The position peaked at $556K in Q4 2023. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

  • Parnassus Investments reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
  • Parnassus Investments sold 2,790 Palo Alto Networks shares in Q2 2024, an estimated $396K.
  • Parnassus Investments first reported a position in Palo Alto Networks in Q3 2023 and held it in 3 quarters.
  • Parnassus Investments's Palo Alto Networks position peaked at $556K in Q4 2023.
  • 2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Parnassus Investments's 13F filing for Q2 2024, filed 6 Aug 2024.