SCS Capital Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.5M Sell
48,388
-4,036
-8% -$924K 0.16% 86
2026
Q1
$8.4M Sell
52,424
-243
-0.5% -$40.8K 0.09% 111
2025
Q4
$9.7M Sell
52,667
-73
-0.1% -$14.7K 0.1% 105
2025
Q3
$10.7M Sell
52,740
-2,443
-4% -$468K 0.12% 103
2025
Q2
$11.3M Sell
55,183
-28
-0.1% -$5.2K 0.13% 105
2025
Q1
$9.42M Buy
+55,211
New +$10.2M 0.12% 91

Other funds holding PANW

SCS Capital Management's PANW Position: Q2 2026 in Review

SCS Capital Management reduced its Palo Alto Networks (PANW) stake by 7.7% in Q2 2026, selling an estimated $924K and leaving 48,388 shares worth $16.5M. The position accounts for 0.16% of the portfolio, ranked #86.

SCS Capital Management first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • SCS Capital Management held 48,388 shares of Palo Alto Networks worth $16.5M as of Q2 2026.
  • SCS Capital Management sold 4,036 Palo Alto Networks shares in Q2 2026, an estimated $924K.
  • Palo Alto Networks made up 0.16% of SCS Capital Management's portfolio in Q2 2026, its #86 holding.
  • SCS Capital Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.