Principal Street Partners’s Palo Alto Networks PANW Stock Holding History

Principal Street Partners’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	$1.83M	Sell	5,352 -311	-5%	-$71.2K	0.27%	67
2026 Q1	$908K	Buy	5,663 +1,189	+27%	+$200K	0.15%	83
2025 Q4	$824K	Sell	4,474 -199	-4%	-$40.1K	0.14%	87
2025 Q3	$952K	Sell	4,673 -1,930	-29%	-$369K	0.15%	78
2025 Q2	$1.35M	Buy	6,603 +1,658	+34%	+$308K	0.13%	98
2025 Q1	$844K	Buy	4,945 +202	+4%	+$37.4K	0.16%	82
2024 Q4	$863K	Buy	4,743 +101	+2%	+$19.1K	0.17%	80
2024 Q3	$792K	Buy	4,642 +76	+2%	+$12.8K	0.13%	91
2024 Q2	$774K	Sell	4,566 -916	-17%	-$137K	0.14%	86
2024 Q1	$785K	Sell	5,482 -2,062	-27%	-$325K	0.15%	86
2023 Q4	$1.11M	Sell	7,544 -1,368	-15%	-$183K	0.27%	65
2023 Q3	$1.04M	Sell	8,912 -816	-8%	-$96.6K	0.21%	84
2023 Q2	$1.24M	Sell	9,728 -76	-0.8%	-$7.91K	0.3%	65
2023 Q1	$979K	Sell	9,804 -1,730	-15%	-$147K	0.25%	70
2022 Q4	$805K	Sell	11,534 -474	-4%	-$38.1K	0.2%	81
2022 Q3	$984K	Buy	12,008 +1,148	+11%	+$99.4K	0.26%	69
2022 Q2	$894K	Sell	10,860 -3,216	-23%	-$285K	0.23%	76
2022 Q1	$1.46M	Sell	14,076 -3,210	-19%	-$287K	0.34%	62
2021 Q4	$1.6M	Sell	17,286 -1,248	-7%	-$108K	0.39%	56
2021 Q3	$1.48M	Sell	18,534 -2,154	-10%	-$151K	0.4%	57
2021 Q2	$1.28M	Sell	20,688 -21,324	-51%	-$1.26M	0.34%	67
2021 Q1	$2.25M	Buy	42,012 +29,988	+249%	+$1.78M	0.29%	64
2020 Q4	$713K	Sell	12,024 -2,694	-18%	-$126K	0.22%	92
2020 Q3	$600K	Hold	14,718	–	–	0.21%	88
2020 Q2	$563K	Sell	14,718 -696	-5%	-$24.5K	0.21%	81
2020 Q1	$421K	Buy	15,414 +1,932	+14%	+$67.4K	0.18%	85
2019 Q4	$520K	Sell	13,482 -390	-3%	-$14.7K	0.12%	135
2019 Q3	$471K	Hold	13,872	–	–	0.12%	120
2019 Q2	$471K	Buy	13,872 +1,212	+10%	+$45.3K	0.26%	102
2019 Q1	$512K	Buy	+12,660	New	+$470K	0.22%	66

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

Principal Street Partners's PANW Position: Q2 2026 in Review

Principal Street Partners reduced its Palo Alto Networks (PANW) stake by 5.5% in Q2 2026, selling an estimated $71.2K and leaving 5,352 shares worth $1.83M. The position accounts for 0.27% of the portfolio, ranked #67.

Principal Street Partners first reported a position in PANW in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.25M in Q1 2021. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Principal Street Partners held 5,352 shares of Palo Alto Networks worth $1.83M as of Q2 2026.
Principal Street Partners sold 311 Palo Alto Networks shares in Q2 2026, an estimated $71.2K.
Palo Alto Networks made up 0.27% of Principal Street Partners's portfolio in Q2 2026, its #67 holding.
Principal Street Partners first reported a position in Palo Alto Networks in Q1 2019 and has held it in 30 quarters since.
Principal Street Partners's Palo Alto Networks position peaked at $2.25M in Q1 2021.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.