Stanley Druckenmiller’s Palo Alto Networks PANW Stock Holding History

Stanley Druckenmiller’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	$39.8M	Buy	+116,650	New	+$26.7M	0.76%	32
2025 Q1	–	Sell	-87,424	Closed	-$15.9M	–	74
2024 Q4	$15.9M	Hold	87,424	–	–	0.43%	50
2024 Q3	$14.9M	Sell	87,424 -90,512	-51%	-$15.2M	0.51%	39
2024 Q2	$30.2M	Sell	177,936 -99,500	-36%	-$14.9M	1.03%	23
2024 Q1	$39.4M	Buy	277,436 +148,006	+114%	+$23.3M	0.9%	24
2023 Q4	$19.1M	Buy	+129,430	New	+$17.3M	0.57%	30
2023 Q2	–	Sell	-150,470	Closed	-$15M	–	63
2023 Q1	$15M	Sell	150,470 -68,070	-31%	-$5.77M	0.65%	25
2022 Q4	$15.2M	Sell	218,540 -91,156	-29%	-$7.32M	0.75%	29
2022 Q3	$25.4M	Buy	309,696 +1,296	+0.4%	+$112K	1.44%	17
2022 Q2	$25.4M	Buy	+308,400	New	+$27.3M	1.84%	16
2022 Q1	–	Sell	-1,377,000	Closed	-$128M	–	63
2021 Q4	$128M	Sell	1,377,000 -1,017,216	-42%	-$88M	4.63%	6
2021 Q3	$191M	Sell	2,394,216 -71,874	-3%	-$5.05M	6.21%	6
2021 Q2	$153M	Sell	2,466,090 -36,414	-1%	-$2.16M	3.78%	8
2021 Q1	$134M	Sell	2,502,504 -251,856	-9%	-$15M	2.97%	9
2020 Q4	$163M	Buy	2,754,360 +2,260,560	+458%	+$106M	4.39%	6
2020 Q3	$20.1M	Buy	+493,800	New	+$20.5M	0.58%	36
2019 Q3	–	Sell	-244,200	Closed	-$8.29M	–	60
2019 Q2	$8.29M	Buy	+244,200	New	+$9.13M	0.25%	38

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

Stanley Druckenmiller's PANW Position: Q2 2026 in Review

Stanley Druckenmiller opened a new position in Palo Alto Networks (PANW) in Q2 2026: 116,650 shares worth $39.8M. The stake represents 0.76% of the portfolio and ranks #32 among its holdings. This is a return to the name: Stanley Druckenmiller previously reported a position in PANW as recently as Q4 2024.

Stanley Druckenmiller first reported a position in PANW in Q2 2019 and has held it in 17 quarters since. The position peaked at $191M in Q3 2021. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Stanley Druckenmiller held 116,650 shares of Palo Alto Networks worth $39.8M as of Q2 2026.
Palo Alto Networks was a new Stanley Druckenmiller position in Q2 2026.
Palo Alto Networks made up 0.76% of Stanley Druckenmiller's portfolio in Q2 2026, its #32 holding.
Stanley Druckenmiller first reported a position in Palo Alto Networks in Q2 2019 and has held it in 17 quarters since.
Stanley Druckenmiller's Palo Alto Networks position peaked at $191M in Q3 2021.
2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Duquesne Family Office's 13F filing for Q2 2026, filed 14 Aug 2026.