Sivia Capital Partners’s Palo Alto Networks PANW Stock Holding History

Sivia Capital Partners’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	$349K	Buy	+1,023	New	+$234K	0.04%	425
2026 Q1	–	Sell	-4,264	Closed	-$785K	–	583
2025 Q4	$785K	Buy	4,264 +1,984	+87%	+$400K	0.16%	167
2025 Q3	$464K	Sell	2,280 -1,204	-35%	-$230K	0.13%	193
2025 Q2	$713K	Buy	3,484 +1,389	+66%	+$258K	0.24%	69
2025 Q1	$357K	Buy	2,095 +736	+54%	+$136K	0.17%	124
2024 Q4	$247K	Sell	1,359 -3	-0.2%	-$567	0.12%	144
2024 Q3	$233K	Buy	1,362 +34	+3%	+$5.72K	0.14%	161
2024 Q2	$225K	Buy	+1,328	New	+$199K	0.15%	154

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

Sivia Capital Partners's PANW Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,023 shares worth $349K. The stake represents 0.04% of the portfolio and ranks #425 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in PANW as recently as Q4 2025.

Sivia Capital Partners first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $785K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sivia Capital Partners held 1,023 shares of Palo Alto Networks worth $349K as of Q2 2026.
Palo Alto Networks was a new Sivia Capital Partners position in Q2 2026.
Palo Alto Networks made up 0.04% of Sivia Capital Partners's portfolio in Q2 2026, its #425 holding.
Sivia Capital Partners first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
Sivia Capital Partners's Palo Alto Networks position peaked at $785K in Q4 2025.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.