Sequoia Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Sequoia Financial 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	$36.9M	Sell	108,160 -80,361	-43%	-$18.4M	0.18%	87
2026 Q1	$30.2M	Sell	188,521 -32,620	-15%	-$5.48M	0.17%	99
2025 Q4	$40.7M	Sell	221,141 -13,194	-6%	-$2.66M	0.23%	81
2025 Q3	$47.7M	Buy	234,335 +40,241	+21%	+$7.7M	0.29%	69
2025 Q2	$39.7M	Buy	194,094 +503	+0.3%	+$93.4K	0.27%	75
2025 Q1	$33M	Sell	193,591 -5,087	-3%	-$941K	0.25%	85
2024 Q4	$36.2M	Sell	198,678 -79,880	-29%	-$15.1M	0.35%	62
2024 Q3	$47.6M	Sell	278,558 -51,646	-16%	-$8.69M	0.51%	42
2024 Q2	$56M	Sell	330,204 -1,582	-0.5%	-$237K	0.67%	30
2024 Q1	$47.1M	Sell	331,786 -170,072	-34%	-$26.8M	0.59%	34
2023 Q4	$74M	Sell	501,858 -476,718	-49%	-$63.7M	0.92%	22
2023 Q3	$115M	Buy	978,576 +420,680	+75%	+$49.8M	2.01%	8
2023 Q2	$71.3M	Buy	557,896 +434,718	+353%	+$45.2M	1.22%	19
2023 Q1	$12.3M	Buy	123,178 +22,918	+23%	+$1.94M	0.27%	66
2022 Q4	$7M	Buy	100,260 +7,020	+8%	+$564K	0.17%	114
2022 Q3	$7.64M	Sell	93,240 -4,584	-5%	-$397K	0.24%	82
2022 Q2	$8.05M	Sell	97,824 -53,046	-35%	-$4.7M	0.23%	85
2022 Q1	$15.7M	Sell	150,870 -2,412	-2%	-$216K	0.39%	43
2021 Q4	$14.2M	Buy	153,282 +94,914	+163%	+$8.21M	0.39%	46
2021 Q3	$4.66M	Sell	58,368 -149,670	-72%	-$10.5M	0.47%	37
2021 Q2	$12.9M	Buy	208,038 +25,824	+14%	+$1.53M	0.47%	38
2021 Q1	$9.78M	Buy	182,214 +9,348	+5%	+$556K	0.41%	41
2020 Q4	$10.2M	Buy	172,866 +11,496	+7%	+$537K	0.47%	33
2020 Q3	$6.58M	Buy	161,370 +16,542	+11%	+$688K	0.35%	46
2020 Q2	$5.54M	Buy	144,828 +18,426	+15%	+$649K	0.33%	48
2020 Q1	$3.45M	Buy	126,402 +60,840	+93%	+$2.12M	0.26%	53
2019 Q4	$2.53M	Buy	65,562 +618	+1%	+$23.4K	0.16%	81
2019 Q3	$2.21M	Buy	+64,944	New	+$2.3M	0.16%	80

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

Sequoia Financial Advisors's PANW Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Palo Alto Networks (PANW) stake by 43% in Q2 2026, selling an estimated $18.4M and leaving 108,160 shares worth $36.9M. The position accounts for 0.18% of the portfolio, ranked #87.

Sequoia Financial Advisors first reported a position in PANW in Q3 2019 and has held it in 28 quarters since. The position peaked at $115M in Q3 2023. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sequoia Financial Advisors held 108,160 shares of Palo Alto Networks worth $36.9M as of Q2 2026.
Sequoia Financial Advisors sold 80,361 Palo Alto Networks shares in Q2 2026, an estimated $18.4M.
Palo Alto Networks made up 0.18% of Sequoia Financial Advisors's portfolio in Q2 2026, its #87 holding.
Sequoia Financial Advisors first reported a position in Palo Alto Networks in Q3 2019 and has held it in 28 quarters since.
Sequoia Financial Advisors's Palo Alto Networks position peaked at $115M in Q3 2023.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.