Pinion Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Pinion 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	$545K	Buy	1,599 +263	+20%	+$60.2K	0.1%	120
2026 Q1	$214K	Sell	1,336 -5,820	-81%	-$978K	0.05%	168
2025 Q4	$1.32M	Buy	7,156 +337	+5%	+$68K	0.32%	49
2025 Q3	$1.48M	Buy	6,819 +5,793	+565%	+$1.11M	0.4%	43
2025 Q2	$210K	Buy	+1,026	New	+$191K	0.07%	157
2022 Q4	–	Sell	-2,634	Closed	-$216K	–	152
2022 Q3	$216K	Sell	2,634 -18	-0.7%	-$1.56K	0.19%	143
2022 Q2	$218K	Sell	2,652 -162	-6%	-$14.4K	0.18%	148
2022 Q1	$292K	Buy	2,814 +504	+22%	+$45.1K	0.2%	136
2021 Q4	$214K	Buy	+2,310	New	+$200K	0.14%	151

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 $3.38T AUM 44.17% 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

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

Pinion Investment Advisors increased its Palo Alto Networks (PANW) stake by 20% in Q2 2026, buying an estimated $60.2K and bringing the position to 1,599 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #120.

Pinion Investment Advisors first reported a position in PANW in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.48M in Q3 2025. 2,925 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Pinion Investment Advisors held 1,599 shares of Palo Alto Networks worth $545K as of Q2 2026.
Pinion Investment Advisors bought 263 Palo Alto Networks shares in Q2 2026, an estimated $60.2K.
Palo Alto Networks made up 0.1% of Pinion Investment Advisors's portfolio in Q2 2026, its #120 holding.
Pinion Investment Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 9 quarters since.
Pinion Investment Advisors's Palo Alto Networks position peaked at $1.48M in Q3 2025.
2,925 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.