Pinnacle Associates’s Palo Alto Networks PANW Stock Holding History

Pinnacle Associates’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	$27.2M	Sell	79,799 -337	-0.4%	-$77.1K	0.3%	81
2026 Q1	$12.8M	Buy	80,136 +7,767	+11%	+$1.3M	0.17%	138
2025 Q4	$13.3M	Buy	72,369 +815	+1%	+$164K	0.17%	129
2025 Q3	$14.6M	Buy	71,554 +6,214	+10%	+$1.19M	0.19%	117
2025 Q2	$13.4M	Sell	65,340 -1,527	-2%	-$284K	0.19%	117
2025 Q1	$11.4M	Sell	66,867 -1,714	-2%	-$317K	0.17%	135
2024 Q4	$12.5M	Sell	68,581 -9,553	-12%	-$1.8M	0.17%	126
2024 Q3	$11.5M	Buy	78,134 +8,176	+12%	+$1.38M	0.2%	133
2024 Q2	$11.9M	Sell	69,958 -9,486	-12%	-$1.42M	0.19%	127
2024 Q1	$11.3M	Buy	79,444 +1,310	+2%	+$207K	0.18%	144
2023 Q4	$11.5M	Sell	78,134 -156	-0.2%	-$20.9K	0.19%	135
2023 Q3	$9.18M	Sell	78,290 -1,096	-1%	-$130K	0.17%	149
2023 Q2	$10.1M	Buy	79,386 +7,870	+11%	+$819K	0.18%	145
2023 Q1	$7.14M	Buy	71,516 +1,030	+1%	+$87.3K	0.15%	166
2022 Q4	$4.92M	Buy	70,486 +274	+0.4%	+$22K	0.11%	202
2022 Q3	$5.75M	Sell	70,212 -1,206	-2%	-$104K	0.13%	176
2022 Q2	$5.88M	Sell	71,418 -3,060	-4%	-$271K	0.13%	188
2022 Q1	$7.73M	Sell	74,478 -6,330	-8%	-$567K	0.14%	172
2021 Q4	$7.5M	Sell	80,808 -12,870	-14%	-$1.11M	0.13%	176
2021 Q3	$7.48M	Sell	93,678 -1,560	-2%	-$110K	0.14%	173
2021 Q2	$5.89M	Sell	95,238 -444	-0.5%	-$26.3K	0.11%	197
2021 Q1	$5.14M	Sell	95,682 -22,140	-19%	-$1.32M	0.1%	204
2020 Q4	$6.98M	Sell	117,822 -5,886	-5%	-$275K	0.14%	163
2020 Q3	$5.05M	Sell	123,708 -9,534	-7%	-$397K	0.12%	183
2020 Q2	$5.1M	Sell	133,242 -10,170	-7%	-$358K	0.13%	175
2020 Q1	$3.92M	Sell	143,412 -9,480	-6%	-$331K	0.12%	183
2019 Q4	$5.89M	Sell	152,892 -30,582	-17%	-$1.16M	0.13%	184
2019 Q3	$6.23M	Sell	183,474 -3,678	-2%	-$130K	0.15%	169
2019 Q2	$6.36M	Sell	187,152 -11,058	-6%	-$414K	0.15%	172
2019 Q1	$8.02M	Sell	198,210 -13,260	-6%	-$492K	0.18%	152
2018 Q4	$6.64M	Sell	211,470 -25,950	-11%	-$809K	0.17%	159
2018 Q3	$8.91M	Sell	237,420 -3,480	-1%	-$127K	0.18%	147
2018 Q2	$8.25M	Sell	240,900 -12,720	-5%	-$424K	0.17%	159
2018 Q1	$7.67M	Sell	253,620 -2,322	-0.9%	-$64.5K	0.15%	165
2017 Q4	$6.18M	Sell	255,942 -1,968	-0.8%	-$47.9K	0.12%	182
2017 Q3	$6.19M	Sell	257,910 -6,756	-3%	-$154K	0.11%	184
2017 Q2	$5.9M	Buy	264,666 +8,346	+3%	+$169K	0.11%	183
2017 Q1	$4.81M	Buy	+256,320	New	+$5.73M	0.09%	209

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

Pinnacle Associates's PANW Position: Q2 2026 in Review

Pinnacle Associates reduced its Palo Alto Networks (PANW) stake by 0.42% in Q2 2026, selling an estimated $77.1K and leaving 79,799 shares worth $27.2M. The position accounts for 0.3% of the portfolio, ranked #81.

Pinnacle Associates first reported a position in PANW in Q1 2017 and has held it in 38 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Pinnacle Associates held 79,799 shares of Palo Alto Networks worth $27.2M as of Q2 2026.
Pinnacle Associates sold 337 Palo Alto Networks shares in Q2 2026, an estimated $77.1K.
Palo Alto Networks made up 0.3% of Pinnacle Associates's portfolio in Q2 2026, its #81 holding.
Pinnacle Associates first reported a position in Palo Alto Networks in Q1 2017 and has held it in 38 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.