Shelton 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 | $31.5M | Sell |
92,495
-52,777
| -36% | -$12.1M | 0.58% | 31 |
|
|
2026
Q1 | $23.3M | Sell |
145,272
-12,195
| -8% | -$2.05M | 0.51% | 41 |
|
|
2025
Q4 | $29M | Buy |
157,467
+9,516
| +6% | +$1.92M | 0.57% | 38 |
|
|
2025
Q3 | $30.1M | Buy |
147,951
+12,291
| +9% | +$2.35M | 0.65% | 26 |
|
|
2025
Q2 | $27.8M | Buy |
135,660
+10,109
| +8% | +$1.88M | 0.64% | 26 |
|
|
2025
Q1 | $21.4M | Buy |
125,551
+357
| +0.3% | +$66K | 0.51% | 47 |
|
|
2024
Q4 | $22.8M | Buy |
125,194
+3,598
| +3% | +$680K | 0.57% | 30 |
|
|
2024
Q3 | $20.8M | Sell |
121,596
-8,000
| -6% | -$1.35M | 0.53% | 33 |
|
|
2024
Q2 | $22M | Buy |
129,596
+21,598
| +20% | +$3.23M | 0.6% | 30 |
|
|
2024
Q1 | $15.3M | Sell |
107,998
-9,646
| -8% | -$1.52M | 0.44% | 47 |
|
|
2023
Q4 | $17.3M | Buy |
117,644
+48,252
| +70% | +$6.45M | 0.55% | 33 |
|
|
2023
Q3 | $8.13M | Buy |
69,392
+15,854
| +30% | +$1.88M | 0.3% | 78 |
|
|
2023
Q2 | $6.84M | Buy |
53,538
+5,838
| +12% | +$607K | 0.25% | 98 |
|
|
2023
Q1 | $4.76M | Hold |
47,700
| – | – | 0.2% | 115 |
|
|
2022
Q4 | $3.33M | Sell |
47,700
-4,434
| -9% | -$356K | 0.35% | 92 |
|
|
2022
Q3 | $4.27M | Buy |
52,134
+1,296
| +3% | +$112K | 0.2% | 118 |
|
|
2022
Q2 | $4.18M | Hold |
50,838
| – | – | 0.19% | 122 |
|
|
2022
Q1 | $5.28M | Hold |
50,838
| – | – | 0.19% | 113 |
|
|
2021
Q4 | $4.72M | Buy |
+50,838
| New | +$4.4M | 0.17% | 137 |
|
|
2020
Q2 | – | Sell |
-15,000
| Closed | -$410K | – | 707 |
|
|
2020
Q1 | $410K | Buy |
15,000
+3,000
| +25% | +$105K | 0.03% | 328 |
|
|
2019
Q4 | $463K | Hold |
12,000
| – | – | 0.03% | 377 |
|
|
2019
Q3 | $408K | Buy |
12,000
+3,000
| +33% | +$106K | 0.02% | 406 |
|
|
2019
Q2 | $306K | Buy |
9,000
+6,816
| +312% | +$255K | 0.02% | 522 |
|
|
2019
Q1 | $1.5K | Sell |
2,184
-6,816
| -76% | -$253K | 0.01% | 807 |
|
|
2018
Q4 | $283K | Hold |
9,000
| – | – | 0.02% | 506 |
|
|
2018
Q3 | $338K | Hold |
9,000
| – | – | 0.02% | 530 |
|
|
2018
Q2 | $308K | Hold |
9,000
| – | – | 0.02% | 547 |
|
|
2018
Q1 | $272K | Hold |
9,000
| – | – | 0.02% | 605 |
|
|
2017
Q4 | $217K | Hold |
9,000
| – | – | 0.01% | 778 |
|
|
2017
Q3 | $216K | Hold |
9,000
| – | – | 0.01% | 754 |
|
|
2017
Q2 | $201K | Buy |
+9,000
| New | +$182K | 0.01% | 812 |
|
Other funds holding PANW
Shelton Capital Management's PANW Position: Q2 2026 in Review
Shelton Capital Management reduced its Palo Alto Networks (PANW) stake by 36% in Q2 2026, selling an estimated $12.1M and leaving 92,495 shares worth $31.5M. The position accounts for 0.58% of the portfolio, ranked #31.
Shelton Capital Management first reported a position in PANW in Q2 2017 and has held it in 31 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Shelton Capital Management held 92,495 shares of Palo Alto Networks worth $31.5M as of Q2 2026.
- Shelton Capital Management sold 52,777 Palo Alto Networks shares in Q2 2026, an estimated $12.1M.
- Palo Alto Networks made up 0.58% of Shelton Capital Management's portfolio in Q2 2026, its #31 holding.
- Shelton Capital Management first reported a position in Palo Alto Networks in Q2 2017 and has held it in 31 quarters since.
- 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.