Picton Mahoney Asset Management’s Palo Alto Networks PANW Stock Holding History

Picton Mahoney 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	$34.8M	Sell	101,969 -1,285	-1%	-$294K	0.26%	69
2026 Q1	$16.6M	Buy	103,254 +17,507	+20%	+$2.94M	0.12%	155
2025 Q4	$15.8M	Buy	85,747 +16,824	+24%	+$3.39M	0.12%	147
2025 Q3	$14M	Buy	68,923 +2,622	+4%	+$502K	0.13%	148
2025 Q2	$13.6M	Buy	66,301 +22,878	+53%	+$4.25M	0.14%	147
2025 Q1	$7.41M	Buy	+43,423	New	+$8.03M	0.13%	163
2024 Q1	–	Sell	-120,704	Closed	-$19M	–	453
2023 Q4	$17.8M	Sell	120,704 -35,356	-23%	-$4.73M	0.48%	33
2023 Q3	$18.3M	Buy	156,060 +21,998	+16%	+$2.6M	0.55%	32
2023 Q2	$17.1M	Sell	134,062 -2,094	-2%	-$218K	0.74%	27
2023 Q1	$13.6M	Sell	136,156 -23,774	-15%	-$2.01M	0.6%	37
2022 Q4	$11.2M	Sell	159,930 -22,060	-12%	-$1.77M	0.53%	42
2022 Q3	$14.9M	Sell	181,990 -1,790	-1%	-$155K	0.54%	28
2022 Q2	$15.1M	Buy	183,780 +42,780	+30%	+$3.79M	0.58%	28
2022 Q1	$14.6M	Buy	141,000 +11,730	+9%	+$1.05M	0.52%	36
2021 Q4	$12M	Buy	+129,270	New	+$11.2M	0.29%	50
2016 Q2	–	Sell	-85,800	Closed	-$2.33M	–	346
2016 Q1	$2.33M	Sell	85,800 -406,800	-83%	-$10M	0.15%	129
2015 Q4	$14.5M	Buy	492,600 +88,200	+22%	+$2.54M	0.86%	37
2015 Q3	$11.6M	Buy	404,400 +279,600	+224%	+$8.25M	0.67%	54
2015 Q2	$3.63M	Buy	124,800 +16,800	+16%	+$448K	0.18%	113
2015 Q1	$2.63M	Buy	108,000 +17,400	+19%	+$390K	0.1%	126
2014 Q4	$1.85M	Hold	90,600	–	–	0.09%	138
2014 Q3	$1.48K	Hold	90,600	–	–	0.08%	153
2014 Q2	$1.27K	Buy	+90,600	New	+$1.06M	0.07%	156

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

Picton Mahoney Asset Management's PANW Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its Palo Alto Networks (PANW) stake by 1.2% in Q2 2026, selling an estimated $294K and leaving 101,969 shares worth $34.8M. The position accounts for 0.26% of the portfolio, ranked #69.

Picton Mahoney Asset Management first reported a position in PANW in Q2 2014 and has held it in 23 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Picton Mahoney Asset Management held 101,969 shares of Palo Alto Networks worth $34.8M as of Q2 2026.
Picton Mahoney Asset Management sold 1,285 Palo Alto Networks shares in Q2 2026, an estimated $294K.
Palo Alto Networks made up 0.26% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #69 holding.
Picton Mahoney Asset Management first reported a position in Palo Alto Networks in Q2 2014 and has held it in 23 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.