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Sargent Investment Group’s Palo Alto Networks PANW Stock Holding History

Sargent Investment 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 		$476K Sell
1,396
-495
-26% -$113K 0.06% 180
2026
Q1 		$303K Buy
1,891
+255
+16% +$42.8K 0.04% 204
2025
Q4 		$301K Buy
+1,636
New +$330K 0.04% 206
2025
Q3 		– Sell
-1,673
Closed -$289K – 197
2025
Q2 		$289K Sell
1,673
-51
-3% -$9.47K 0.04% 196
2025
Q1 		$294K Buy
1,724
+265
+18% +$49K 0.05% 190
2024
Q4 		$245K Buy
1,459
+83
+6% +$15.7K 0.04% 206
2024
Q3 		$235K Buy
1,376
+36
+3% +$6.06K 0.04% 189
2024
Q2 		$227K Buy
+1,340
New +$200K 0.05% 194
2024
Q1 		– Sell
-2,774
Closed -$409K – 216
2023
Q4 		$409K Buy
2,774
+620
+29% +$82.9K 0.09% 135
2023
Q3 		$252K Buy
+2,154
New +$255K 0.06% 169
2023
Q2 		– Sell
-2,130
Closed -$209K – 204
2023
Q1 		$209K Buy
+2,130
New +$181K 0.06% 179
2022
Q2 		– Sell
-2,100
Closed -$218K – 200
2022
Q1 		$218K Buy
+2,100
New +$188K 0.05% 170

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

Sargent Investment Group's PANW Position: Q2 2026 in Review

Sargent Investment Group reduced its Palo Alto Networks (PANW) stake by 26% in Q2 2026, selling an estimated $113K and leaving 1,396 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #180.

Sargent Investment Group first reported a position in PANW in Q1 2022 and has held it in 12 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sargent Investment Group held 1,396 shares of Palo Alto Networks worth $476K as of Q2 2026.
  • Sargent Investment Group sold 495 Palo Alto Networks shares in Q2 2026, an estimated $113K.
  • Palo Alto Networks made up 0.06% of Sargent Investment Group's portfolio in Q2 2026, its #180 holding.
  • Sargent Investment Group first reported a position in Palo Alto Networks in Q1 2022 and has held it in 12 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.