Smithbridge Asset 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
$6.82M Sell
20,006
-474
-2% -$108K 0.93% 33
2026
Q1
$3.28M Sell
20,480
-20,981
-51% -$3.52M 0.49% 53
2025
Q4
$7.64M Buy
41,461
+1,792
+5% +$362K 0.65% 47
2025
Q3
$8.08M Sell
39,669
-786
-2% -$150K 1.17% 31
2025
Q2
$8.28M Sell
40,455
-2,222
-5% -$413K 1.45% 25
2025
Q1
$7.28M Buy
+42,677
New +$7.89M 1.35% 28
2024
Q3
$7.83M Buy
45,812
+19,474
+74% +$3.28M 1.35% 25
2024
Q2
$4.46M Sell
26,338
-3,276
-11% -$490K 0.93% 35
2024
Q1
$4.21M Sell
29,614
-1,796
-6% -$283K 0.87% 43
2023
Q4
$4.63M Buy
31,410
+29,610
+1,645% +$3.96M 1.05% 35
2023
Q3
$211K Hold
1,800
0.05% 136
2023
Q2
$230K Buy
+1,800
New +$187K 0.05% 135

Other funds holding PANW

Smithbridge Asset Management's PANW Position: Q2 2026 in Review

Smithbridge Asset Management reduced its Palo Alto Networks (PANW) stake by 2.3% in Q2 2026, selling an estimated $108K and leaving 20,006 shares worth $6.82M. The position accounts for 0.93% of the portfolio, ranked #33.

Smithbridge Asset Management first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.28M in Q2 2025. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Smithbridge Asset Management held 20,006 shares of Palo Alto Networks worth $6.82M as of Q2 2026.
  • Smithbridge Asset Management sold 474 Palo Alto Networks shares in Q2 2026, an estimated $108K.
  • Palo Alto Networks made up 0.93% of Smithbridge Asset Management's portfolio in Q2 2026, its #33 holding.
  • Smithbridge Asset Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
  • Smithbridge Asset Management's Palo Alto Networks position peaked at $8.28M in Q2 2025.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.