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

Sirios Capital Management’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
2024 Q2	–	Sell	-7,530	Closed	-$1.07M	–	66
2024 Q1	$1.07M	Sell	7,530 -7,082	-48%	-$1.12M	0.2%	50
2023 Q4	$2.15M	Sell	14,612 -3,358	-19%	-$449K	0.44%	43
2023 Q3	$2.11M	Buy	17,970 +2,744	+18%	+$325K	0.4%	42
2023 Q2	$1.95M	Sell	15,226 -13,200	-46%	-$1.37M	0.34%	41
2023 Q1	$2.84M	Sell	28,426 -2,556	-8%	-$217K	0.5%	42
2022 Q4	$2.16M	Buy	30,982 +3,000	+11%	+$241K	0.4%	41
2022 Q3	$2.29M	Buy	+27,982	New	+$2.42M	0.42%	40
2018 Q1	–	Sell	-848,844	Closed	-$20.5M	–	56
2017 Q4	$20.5M	Sell	848,844 -1,156,242	-58%	-$28.1M	1.02%	36
2017 Q3	$48.2M	Buy	2,005,086 +186,066	+10%	+$4.24M	2.52%	16
2017 Q2	$40.6M	Buy	+1,819,020	New	+$36.7M	2.01%	17

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sirios Capital Management's PANW Position: Q2 2024 in Review

Sirios Capital Management sold out of Palo Alto Networks (PANW) in Q2 2024, closing a stake of 7,530 shares — an estimated $1.07M sold.

Sirios Capital Management first reported a position in PANW in Q2 2017 and held it in 10 quarters. The position peaked at $48.2M in Q3 2017. 2,008 funds tracked by Wall St. Rank hold PANW as of Q2 2024.

Sirios Capital Management reported no remaining Palo Alto Networks position as of Q2 2024 after selling out during the quarter.
Sirios Capital Management sold 7,530 Palo Alto Networks shares in Q2 2024, an estimated $1.07M.
Sirios Capital Management first reported a position in Palo Alto Networks in Q2 2017 and held it in 10 quarters.
Sirios Capital Management's Palo Alto Networks position peaked at $48.2M in Q3 2017.
2,008 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2024.

Based on Sirios Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.