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Sage Mountain Advisors’s Palo Alto Networks PANW Stock Holding History

Sage Mountain 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 		$249K Buy
+731
New +$167K 0.02% 199
2026
Q1 		– Sell
-4,063
Closed -$748K – 486
2025
Q4 		$748K Sell
4,063
-632
-13% -$128K 0.04% 209
2025
Q3 		$956K Buy
4,695
+229
+5% +$43.8K 0.05% 165
2025
Q2 		$914K Buy
4,466
+535
+14% +$99.3K 0.06% 156
2025
Q1 		$671K Buy
3,931
+60
+2% +$11.1K 0.05% 173
2024
Q4 		$704K Buy
3,871
+15
+0.4% +$2.83K 0.05% 162
2024
Q3 		$659K Buy
3,856
+168
+5% +$28.3K 0.06% 159
2024
Q2 		$625K Buy
3,688
+996
+37% +$149K 0.06% 145
2024
Q1 		$382K Buy
2,692
+124
+5% +$19.6K 0.04% 200
2023
Q4 		$379K Buy
2,568
+696
+37% +$93.1K 0.04% 166
2023
Q3 		$219K Buy
+1,872
New +$222K 0.03% 234

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sage Mountain Advisors's PANW Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 731 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in PANW as recently as Q4 2025.

Sage Mountain Advisors first reported a position in PANW in Q3 2023 and has held it in 11 quarters since. The position peaked at $956K in Q3 2025. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sage Mountain Advisors held 731 shares of Palo Alto Networks worth $249K as of Q2 2026.
  • Palo Alto Networks was a new Sage Mountain Advisors position in Q2 2026.
  • Palo Alto Networks made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #199 holding.
  • Sage Mountain Advisors first reported a position in Palo Alto Networks in Q3 2023 and has held it in 11 quarters since.
  • Sage Mountain Advisors's Palo Alto Networks position peaked at $956K in Q3 2025.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.