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

Sitrin 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
2026
Q2 		$9.14M Sell
26,811
-11,081
-29% -$2.54M 4.05% 5
2026
Q1 		$6.07M Buy
37,892
+10,118
+36% +$1.7M 3.04% 16
2025
Q4 		$5.12M Buy
27,774
+11
+0% +$2.22K 2.43% 23
2025
Q3 		$5.65M Sell
27,763
-398
-1% -$76.2K 2.71% 21
2025
Q2 		$5.76M Sell
28,161
-2,529
-8% -$470K 2.94% 18
2025
Q1 		$5.24M Buy
30,690
+261
+0.9% +$48.3K 2.83% 20
2024
Q4 		$5.54M Buy
30,429
+347
+1% +$65.6K 2.79% 17
2024
Q3 		$5.14M Buy
30,082
+6,106
+25% +$1.03M 2.57% 24
2024
Q2 		$4.06M Buy
23,976
+130
+0.5% +$19.4K 2.16% 27
2024
Q1 		$3.39M Sell
23,846
-78
-0.3% -$12.3K 1.85% 30
2023
Q4 		$3.53M Buy
+23,924
New +$3.2M 2.06% 30
2020
Q1 		– Sell
-202,362
Closed -$7.8M – 43
2019
Q4 		$7.8M Buy
202,362
+1,962
+1% +$74.2K 3.99% 6
2019
Q3 		$6.81M Sell
200,400
-1,350
-0.7% -$47.8K 3.72% 9
2019
Q2 		$6.85M Buy
201,750
+70,878
+54% +$2.65M 3.65% 9
2019
Q1 		$5.3M Sell
130,872
-34,176
-21% -$1.27M 2.84% 21
2018
Q4 		$5.18M Sell
165,048
-126
-0.1% -$3.93K 3.16% 21
2018
Q3 		$6.2M Sell
165,174
-40,428
-20% -$1.47M 3.33% 17
2018
Q2 		$7.04M Buy
205,602
+12,288
+6% +$410K 4% 2
2018
Q1 		$5.85M Buy
193,314
+534
+0.3% +$14.8K 3.77% 5
2017
Q4 		$4.66M Sell
192,780
-2,724
-1% -$66.3K 2.94% 20
2017
Q3 		$4.7M Buy
+195,504
New +$4.45M 3.02% 16

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

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

Sitrin Capital Management reduced its Palo Alto Networks (PANW) stake by 29% in Q2 2026, selling an estimated $2.54M and leaving 26,811 shares worth $9.14M. The position accounts for 4.05% of the portfolio, ranked #5.

Sitrin Capital Management first reported a position in PANW in Q3 2017 and has held it in 21 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sitrin Capital Management held 26,811 shares of Palo Alto Networks worth $9.14M as of Q2 2026.
  • Sitrin Capital Management sold 11,081 Palo Alto Networks shares in Q2 2026, an estimated $2.54M.
  • Palo Alto Networks made up 4.05% of Sitrin Capital Management's portfolio in Q2 2026, its #5 holding.
  • Sitrin Capital Management first reported a position in Palo Alto Networks in Q3 2017 and has held it in 21 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sitrin Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.