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Patten Group’s Palo Alto Networks PANW Stock Holding History

Patten Group’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 		$2.49M Sell
7,290
-858
-11% -$196K 0.39% 72
2026
Q1 		$1.31M Buy
8,148
+69
+0.9% +$11.6K 0.23% 120
2025
Q4 		$1.49M Sell
8,079
-415
-5% -$83.7K 0.28% 110
2025
Q3 		$1.73M Buy
8,494
+1,296
+18% +$248K 0.34% 92
2025
Q2 		$1.47M Sell
7,198
-13
-0.2% -$2.41K 0.31% 93
2025
Q1 		$1.23M Sell
7,211
-51
-0.7% -$9.43K 0.28% 105
2024
Q4 		$1.32M Buy
7,262
+1,122
+18% +$212K 0.29% 102
2024
Q3 		$1.05M Buy
6,140
+382
+7% +$64.3K 0.23% 124
2024
Q2 		$976K Buy
5,758
+290
+5% +$43.4K 0.23% 114
2024
Q1 		$777K Buy
5,468
+1,308
+31% +$206K 0.19% 138
2023
Q4 		$613K Sell
4,160
-118
-3% -$15.8K 0.17% 145
2023
Q3 		$501K Sell
4,278
-100
-2% -$11.8K 0.15% 154
2023
Q2 		$559K Buy
4,378
+40
+0.9% +$4.16K 0.08% 151
2023
Q1 		$433K Buy
4,338
+298
+7% +$25.3K 0.13% 170
2022
Q4 		$282K Sell
4,040
-714
-15% -$57.3K 0.09% 204
2022
Q3 		$404K Buy
4,754
+1,190
+33% +$103K 0.14% 169
2022
Q2 		$307K Hold
3,564
– – 0.1% 195
2022
Q1 		$370K Sell
3,564
-132
-4% -$11.8K 0.1% 191
2021
Q4 		$343K Buy
3,696
+312
+9% +$27K 0.09% 199
2021
Q3 		$270K Buy
+3,384
New +$238K 0.08% 220
2019
Q1 		– Sell
-90
Closed -$3K – 429
2018
Q4 		$3K Buy
+90
New +$2.81K ﹤0.01% 513

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 $3.37T AUM 44.26% 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

Patten Group's PANW Position: Q2 2026 in Review

Patten Group reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $196K and leaving 7,290 shares worth $2.49M. The position accounts for 0.39% of the portfolio, ranked #72.

Patten Group first reported a position in PANW in Q4 2018 and has held it in 21 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Patten Group held 7,290 shares of Palo Alto Networks worth $2.49M as of Q2 2026.
  • Patten Group sold 858 Palo Alto Networks shares in Q2 2026, an estimated $196K.
  • Palo Alto Networks made up 0.39% of Patten Group's portfolio in Q2 2026, its #72 holding.
  • Patten Group first reported a position in Palo Alto Networks in Q4 2018 and has held it in 21 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.