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Summit Financial’s Palo Alto Networks PANW Stock Holding History

Summit Financial’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 		$10.1M Sell
29,633
-19,338
-39% -$4.43M 0.11% 176
2026
Q1 		$7.85M Buy
48,971
+27,678
+130% +$4.65M 0.1% 204
2025
Q4 		$3.92M Sell
21,293
-250
-1% -$50.4K 0.06% 310
2025
Q3 		$4.39M Buy
21,543
+3,872
+22% +$741K 0.07% 288
2025
Q2 		$3.62M Buy
17,671
+2,261
+15% +$420K 0.08% 204
2025
Q1 		$2.63M Sell
15,410
-504
-3% -$93.2K 0.07% 224
2024
Q4 		$2.9M Sell
15,914
-292
-2% -$55.2K 0.1% 162
2024
Q3 		$2.77M Buy
16,206
+1,416
+10% +$238K 0.11% 147
2024
Q2 		$2.51M Buy
14,790
+4,404
+42% +$659K 0.11% 130
2024
Q1 		$1.48M Buy
10,386
+1,232
+13% +$194K 0.09% 137
2023
Q4 		$1.35M Sell
9,154
-428
-4% -$57.2K 0.09% 141
2023
Q3 		$1.12M Buy
9,582
+2,806
+41% +$332K 0.08% 153
2023
Q2 		$866K Buy
6,776
+134
+2% +$13.9K 0.06% 168
2023
Q1 		$663K Sell
6,642
-686
-9% -$58.1K 0.06% 152
2022
Q4 		$511K Buy
7,328
+3,882
+113% +$312K 0.05% 168
2022
Q3 		$282K Buy
3,446
+866
+34% +$75K 0.03% 215
2022
Q2 		$212K Buy
+2,580
New +$229K 0.02% 223

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

Summit Financial's PANW Position: Q2 2026 in Review

Summit Financial reduced its Palo Alto Networks (PANW) stake by 39% in Q2 2026, selling an estimated $4.43M and leaving 29,633 shares worth $10.1M. The position accounts for 0.11% of the portfolio, ranked #176.

Summit Financial first reported a position in PANW in Q2 2022 and has held it in 17 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Summit Financial held 29,633 shares of Palo Alto Networks worth $10.1M as of Q2 2026.
  • Summit Financial sold 19,338 Palo Alto Networks shares in Q2 2026, an estimated $4.43M.
  • Palo Alto Networks made up 0.11% of Summit Financial's portfolio in Q2 2026, its #176 holding.
  • Summit Financial first reported a position in Palo Alto Networks in Q2 2022 and has held it in 17 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.