Primecap Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $348M | Sell |
1,019,890
-14,276
| -1% | -$3.27M | 0.21% | 88 |
|
|
2026
Q1 | $166M | Buy |
1,034,166
+65,386
| +7% | +$11M | 0.13% | 119 |
|
|
2025
Q4 | $178M | Sell |
968,780
-3,470
| -0.4% | -$700K | 0.14% | 114 |
|
|
2025
Q3 | $198M | Sell |
972,250
-33,590
| -3% | -$6.43M | 0.15% | 112 |
|
|
2025
Q2 | $206M | Buy |
1,005,840
+17,280
| +2% | +$3.21M | 0.16% | 110 |
|
|
2025
Q1 | $169M | Sell |
988,560
-12,080
| -1% | -$2.23M | 0.14% | 106 |
|
|
2024
Q4 | $182M | Sell |
1,000,640
-24,140
| -2% | -$4.56M | 0.14% | 109 |
|
|
2024
Q3 | $175M | Sell |
1,024,780
-7,420
| -0.7% | -$1.25M | 0.13% | 106 |
|
|
2024
Q2 | $175M | Buy |
1,032,200
+10,900
| +1% | +$1.63M | 0.13% | 103 |
|
|
2024
Q1 | $145M | Buy |
1,021,300
+5,370
| +0.5% | +$847K | 0.11% | 112 |
|
|
2023
Q4 | $150M | Sell |
1,015,930
-5,150
| -0.5% | -$689K | 0.12% | 111 |
|
|
2023
Q3 | $120M | Sell |
1,021,080
-5,124
| -0.5% | -$606K | 0.1% | 119 |
|
|
2023
Q2 | $131M | Sell |
1,026,204
-14,480
| -1% | -$1.51M | 0.11% | 119 |
|
|
2023
Q1 | $104M | Sell |
1,040,684
-11,230
| -1% | -$952K | 0.09% | 138 |
|
|
2022
Q4 | $73.4M | Sell |
1,051,914
-27,010
| -3% | -$2.17M | 0.07% | 152 |
|
|
2022
Q3 | $88.4M | Sell |
1,078,924
-7,730
| -0.7% | -$669K | 0.09% | 145 |
|
|
2022
Q2 | $89.5M | Sell |
1,086,654
-43,320
| -4% | -$3.84M | 0.08% | 147 |
|
|
2022
Q1 | $117M | Sell |
1,129,974
-43,950
| -4% | -$3.93M | 0.09% | 148 |
|
|
2021
Q4 | $109M | Sell |
1,173,924
-16,740
| -1% | -$1.45M | 0.08% | 156 |
|
|
2021
Q3 | $95.1M | Sell |
1,190,664
-210
| -0% | -$14.8K | 0.07% | 156 |
|
|
2021
Q2 | $73.6M | Sell |
1,190,874
-5,160
| -0.4% | -$306K | 0.05% | 173 |
|
|
2021
Q1 | $64.2M | Buy |
1,196,034
+4,020
| +0.3% | +$239K | 0.04% | 180 |
|
|
2020
Q4 | $70.6M | Sell |
1,192,014
-425,250
| -26% | -$19.9M | 0.05% | 171 |
|
|
2020
Q3 | $66M | Sell |
1,617,264
-1,920
| -0.1% | -$79.9K | 0.05% | 156 |
|
|
2020
Q2 | $62M | Sell |
1,619,184
-11,130
| -0.7% | -$392K | 0.05% | 163 |
|
|
2020
Q1 | $44.6M | Buy |
1,630,314
+10,554
| +0.7% | +$368K | 0.04% | 164 |
|
|
2019
Q4 | $62.4M | Buy |
1,619,760
+88,800
| +6% | +$3.36M | 0.05% | 159 |
|
|
2019
Q3 | $52M | Buy |
1,530,960
+297,660
| +24% | +$10.5M | 0.04% | 164 |
|
|
2019
Q2 | $41.9M | Buy |
1,233,300
+465,900
| +61% | +$17.4M | 0.03% | 190 |
|
|
2019
Q1 | $31.1M | Buy |
+767,400
| New | +$28.5M | 0.02% | 199 |
|
Other funds holding PANW
Primecap Management's PANW Position: Q2 2026 in Review
Primecap Management reduced its Palo Alto Networks (PANW) stake by 1.4% in Q2 2026, selling an estimated $3.27M and leaving 1,019,890 shares worth $348M. The position accounts for 0.21% of the portfolio, ranked #88.
Primecap Management first reported a position in PANW in Q1 2019 and has held it in 30 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Primecap Management held 1,019,890 shares of Palo Alto Networks worth $348M as of Q2 2026.
- Primecap Management sold 14,276 Palo Alto Networks shares in Q2 2026, an estimated $3.27M.
- Palo Alto Networks made up 0.21% of Primecap Management's portfolio in Q2 2026, its #88 holding.
- Primecap Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 30 quarters since.
- 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Primecap Management's 13F filing for Q2 2026, filed 14 Aug 2026.