Pictet Asset Management’s Palo Alto Networks PANW Stock Holding History

Pictet Asset 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	$772M	Sell	2,264,528 -2,544,833	-53%	-$583M	0.74%	21
2026 Q1	$770M	Buy	4,809,361 +452,744	+10%	+$76.1M	0.81%	19
2025 Q4	$803M	Buy	4,356,617 +319,751	+8%	+$64.5M	0.78%	20
2025 Q3	$822M	Buy	4,036,866 +255,514	+7%	+$48.9M	0.79%	21
2025 Q2	$774M	Buy	3,781,352 +328,206	+10%	+$60.9M	0.79%	20
2025 Q1	$589M	Buy	3,453,146 +139,513	+4%	+$25.8M	0.65%	29
2024 Q4	$603M	Buy	3,313,633 +601,383	+22%	+$114M	0.65%	26
2024 Q3	$463M	Sell	2,712,250 -133,094	-5%	-$22.4M	0.51%	48
2024 Q2	$482M	Sell	2,845,344 -202,804	-7%	-$30.3M	0.55%	43
2024 Q1	$433M	Sell	3,048,148 -692,888	-19%	-$109M	0.47%	49
2023 Q4	$552M	Buy	3,741,036 +550,028	+17%	+$73.5M	0.61%	38
2023 Q3	$374M	Buy	+3,191,008	New	+$378M	0.46%	52

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

Pictet Asset Management's PANW Position: Q2 2026 in Review

Pictet Asset Management reduced its Palo Alto Networks (PANW) stake by 53% in Q2 2026, selling an estimated $583M and leaving 2,264,528 shares worth $772M. The position accounts for 0.74% of the portfolio, ranked #21.

Pictet Asset Management first reported a position in PANW in Q3 2023 and has held it in 12 quarters since. The position peaked at $822M in Q3 2025. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Pictet Asset Management held 2,264,528 shares of Palo Alto Networks worth $772M as of Q2 2026.
Pictet Asset Management sold 2,544,833 Palo Alto Networks shares in Q2 2026, an estimated $583M.
Palo Alto Networks made up 0.74% of Pictet Asset Management's portfolio in Q2 2026, its #21 holding.
Pictet Asset Management first reported a position in Palo Alto Networks in Q3 2023 and has held it in 12 quarters since.
Pictet Asset Management's Palo Alto Networks position peaked at $822M in Q3 2025.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.