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Patten & Patten’s Palo Alto Networks PANW Stock Holding History

Patten & Patten’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 		$278K Buy
+816
New +$187K 0.01% 301
2025
Q2 		– Sell
-1,464
Closed -$250K – 331
2025
Q1 		$250K Buy
1,464
+38
+3% +$7.03K 0.02% 284
2024
Q4 		$259K Buy
1,426
+254
+22% +$48K 0.02% 277
2024
Q3 		$200K Buy
+1,172
New +$197K 0.01% 311

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

Patten & Patten's PANW Position: Q2 2026 in Review

Patten & Patten opened a new position in Palo Alto Networks (PANW) in Q2 2026: 816 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings. This is a return to the name: Patten & Patten previously reported a position in PANW as recently as Q1 2025.

Patten & Patten first reported a position in PANW in Q3 2024 and has held it in 4 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Patten & Patten held 816 shares of Palo Alto Networks worth $278K as of Q2 2026.
  • Palo Alto Networks was a new Patten & Patten position in Q2 2026.
  • Palo Alto Networks made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #301 holding.
  • Patten & Patten first reported a position in Palo Alto Networks in Q3 2024 and has held it in 4 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.