Sandhill Capital Partners’s Palo Alto Networks PANW Stock Holding History

Sandhill Capital 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	$48.2M	Sell	141,336 -123,133	-47%	-$28.2M	3.92%	6
2026 Q1	$42.4M	Sell	264,469 -136,364	-34%	-$22.9M	3.65%	8
2025 Q4	$73.8M	Sell	400,833 -13,712	-3%	-$2.77M	5.26%	3
2025 Q3	$84.4M	Sell	414,545 -3,857	-0.9%	-$738K	5.89%	2
2025 Q2	$85.6M	Buy	418,402 +1,924	+0.5%	+$357K	6.15%	2
2025 Q1	$71.1M	Sell	416,478 -8,123	-2%	-$1.5M	5.84%	2
2024 Q4	$77.3M	Sell	424,601 -30,339	-7%	-$5.73M	6.06%	2
2024 Q3	$77.7M	Sell	454,940 -7,128	-2%	-$1.2M	5.54%	2
2024 Q2	$78.3M	Sell	462,068 -5,424	-1%	-$811K	6.01%	2
2024 Q1	$66.4M	Buy	467,492 +10,656	+2%	+$1.68M	5.31%	2
2023 Q4	$67.4M	Sell	456,836 -84,206	-16%	-$11.3M	5.6%	2
2023 Q3	$63.4M	Sell	541,042 -3,614	-0.7%	-$428K	5.93%	1
2023 Q2	$69.6M	Sell	544,656 -3,998	-0.7%	-$416K	6.34%	1
2023 Q1	$54.8M	Sell	548,654 -8,726	-2%	-$739K	5.25%	2
2022 Q4	$38.9M	Buy	557,380 +50,038	+10%	+$4.02M	4.15%	5
2022 Q3	$41.5M	Sell	507,342 -27,912	-5%	-$2.42M	4.74%	2
2022 Q2	$44.1M	Sell	535,254 -72,156	-12%	-$6.4M	4.71%	2
2022 Q1	$63M	Sell	607,410 -10,074	-2%	-$902K	5.42%	1
2021 Q4	$57.3M	Buy	617,484 +6,624	+1%	+$573K	4.45%	3
2021 Q3	$48.8M	Buy	+610,860	New	+$42.9M	3.91%	6

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

Sandhill Capital Partners's PANW Position: Q2 2026 in Review

Sandhill Capital Partners reduced its Palo Alto Networks (PANW) stake by 47% in Q2 2026, selling an estimated $28.2M and leaving 141,336 shares worth $48.2M. The position accounts for 3.92% of the portfolio, ranked #6.

Sandhill Capital Partners first reported a position in PANW in Q3 2021 and has held it in 20 quarters since. The position peaked at $85.6M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sandhill Capital Partners held 141,336 shares of Palo Alto Networks worth $48.2M as of Q2 2026.
Sandhill Capital Partners sold 123,133 Palo Alto Networks shares in Q2 2026, an estimated $28.2M.
Palo Alto Networks made up 3.92% of Sandhill Capital Partners's portfolio in Q2 2026, its #6 holding.
Sandhill Capital Partners first reported a position in Palo Alto Networks in Q3 2021 and has held it in 20 quarters since.
Sandhill Capital Partners's Palo Alto Networks position peaked at $85.6M in Q2 2025.
2,918 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sandhill Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.