SageView Advisory Group’s Palo Alto Networks PANW Stock Holding History

SageView Advisory Group’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	$2.74M	Buy	8,044 +36	+0.4%	+$8.24K	0.09%	129
2026 Q1	$1.28M	Sell	8,008 -1,020	-11%	-$171K	0.05%	205
2025 Q4	$1.66M	Sell	9,028 -816	-8%	-$165K	0.06%	184
2025 Q3	$2M	Sell	9,844 -660	-6%	-$126K	0.07%	154
2025 Q2	$2.15M	Buy	10,504 +143	+1%	+$26.6K	0.08%	130
2025 Q1	$1.77M	Sell	10,361 -701	-6%	-$130K	0.08%	139
2024 Q4	$2.01M	Buy	11,062 +546	+5%	+$103K	0.09%	126
2024 Q3	$1.8M	Sell	10,516 -2,888	-22%	-$486K	0.09%	124
2024 Q2	$2.27M	Buy	+13,404	New	+$2M	0.11%	112
2024 Q1	–	Sell	-12,432	Closed	-$2.15M	–	710
2023 Q4	$2.15M	Buy	12,432 +7,146	+135%	+$955K	0.09%	132
2023 Q3	$620K	Buy	5,286 +2,814	+114%	+$333K	0.04%	294
2023 Q2	$316K	Buy	+2,472	New	+$257K	0.02%	434

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

SageView Advisory Group's PANW Position: Q2 2026 in Review

SageView Advisory Group increased its Palo Alto Networks (PANW) stake by 0.45% in Q2 2026, buying an estimated $8.24K and bringing the position to 8,044 shares worth $2.74M. The position accounts for 0.09% of the portfolio, ranked #129.

SageView Advisory Group first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

SageView Advisory Group held 8,044 shares of Palo Alto Networks worth $2.74M as of Q2 2026.
SageView Advisory Group bought 36 Palo Alto Networks shares in Q2 2026, an estimated $8.24K.
Palo Alto Networks made up 0.09% of SageView Advisory Group's portfolio in Q2 2026, its #129 holding.
SageView Advisory Group first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.