PIA
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Perennial Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Perennial Investment 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 		$3.03M Buy
8,885
+871
+11% +$199K 0.2% 99
2026
Q1 		$1.28M Sell
8,014
-1,583
-16% -$266K 0.1% 166
2025
Q4 		$1.77M Sell
9,597
-399
-4% -$80.5K 0.14% 129
2025
Q3 		$2.04M Buy
9,996
+238
+2% +$45.6K 0.17% 108
2025
Q2 		$2M Sell
9,758
-453
-4% -$84.1K 0.19% 105
2025
Q1 		$1.74M Sell
10,211
-13
-0.1% -$2.4K 0.2% 96
2024
Q4 		$1.86M Buy
10,224
+228
+2% +$43.1K 0.22% 84
2024
Q3 		$1.71M Buy
9,996
+12
+0.1% +$2.02K 0.22% 81
2024
Q2 		$1.69M Buy
9,984
+42
+0.4% +$6.28K 0.24% 74
2024
Q1 		$1.41M Buy
9,942
+3,244
+48% +$512K 0.21% 80
2023
Q4 		$988K Buy
6,698
+220
+3% +$29.4K 0.16% 105
2023
Q3 		$759K Buy
6,478
+268
+4% +$31.7K 0.14% 127
2023
Q2 		$793K Sell
6,210
-26
-0.4% -$2.71K 0.14% 127
2023
Q1 		$623K Buy
6,236
+120
+2% +$10.2K 0.12% 147
2022
Q4 		$427K Buy
6,116
+764
+14% +$61.3K 0.17% 118
2022
Q3 		$438K Buy
5,352
+42
+0.8% +$3.64K 0.2% 96
2022
Q2 		$435K Sell
5,310
-210
-4% -$18.6K 0.17% 113
2022
Q1 		$572K Sell
5,520
-126
-2% -$11.3K 0.18% 102
2021
Q4 		$524K Buy
5,646
+150
+3% +$13K 0.16% 109
2021
Q3 		$441K Buy
5,496
+960
+21% +$67.4K 0.16% 123
2021
Q2 		$281K Buy
+4,536
New +$269K 0.1% 161
2020
Q1 		– Sell
-5,364
Closed -$207K – 140
2019
Q4 		$207K Buy
+5,364
New +$203K 0.16% 122

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

Perennial Investment Advisors's PANW Position: Q2 2026 in Review

Perennial Investment Advisors increased its Palo Alto Networks (PANW) stake by 11% in Q2 2026, buying an estimated $199K and bringing the position to 8,885 shares worth $3.03M. The position accounts for 0.2% of the portfolio, ranked #99.

Perennial Investment Advisors first reported a position in PANW in Q4 2019 and has held it in 22 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Perennial Investment Advisors held 8,885 shares of Palo Alto Networks worth $3.03M as of Q2 2026.
  • Perennial Investment Advisors bought 871 Palo Alto Networks shares in Q2 2026, an estimated $199K.
  • Palo Alto Networks made up 0.2% of Perennial Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Perennial Investment Advisors first reported a position in Palo Alto Networks in Q4 2019 and has held it in 22 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.