Plato Investment Management’s Palo Alto Networks PANW Stock Holding History

Plato Investment 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	$5.23M	Buy	15,417 +2,751	+22%	+$630K	0.3%	72
2026 Q1	$2.03M	Buy	12,666 +466	+4%	+$78.3K	0.14%	160
2025 Q4	$2.26M	Hold	12,200	–	–	0.15%	145
2025 Q3	$2.47M	Hold	12,200	–	–	0.17%	127
2025 Q2	$2.49M	Buy	12,200 +1,320	+12%	+$245K	0.19%	117
2025 Q1	$1.88M	Buy	10,880 +1,251	+13%	+$231K	0.16%	154
2024 Q4	$1.76M	Buy	9,629 +3	+0%	+$567	0.13%	170
2024 Q3	$1.64M	Buy	9,626 +130	+1%	+$21.9K	0.13%	175
2024 Q2	$1.61M	Buy	9,496 +276	+3%	+$41.3K	0.15%	149
2024 Q1	$1.31M	Buy	9,220 +8,058	+693%	+$1.27M	0.14%	173
2023 Q4	$171K	Buy	+1,162	New	+$155K	0.21%	112

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

Plato Investment Management's PANW Position: Q2 2026 in Review

Plato Investment Management increased its Palo Alto Networks (PANW) stake by 22% in Q2 2026, buying an estimated $630K and bringing the position to 15,417 shares worth $5.23M. The position accounts for 0.3% of the portfolio, ranked #72.

Plato Investment Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Plato Investment Management held 15,417 shares of Palo Alto Networks worth $5.23M as of Q2 2026.
Plato Investment Management bought 2,751 Palo Alto Networks shares in Q2 2026, an estimated $630K.
Palo Alto Networks made up 0.3% of Plato Investment Management's portfolio in Q2 2026, its #72 holding.
Plato Investment Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.