Summit Trail Advisors’s Palo Alto Networks PANW Stock Holding History

Summit Trail Advisors’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	$8.7M	Sell	25,500 -128	-0.5%	-$29.3K	0.11%	107
2026 Q1	$4.11M	Buy	25,628 +5,039	+24%	+$847K	0.06%	204
2025 Q4	$3.79M	Sell	20,589 -3,616	-15%	-$730K	0.07%	171
2025 Q3	$4.93M	Buy	24,205 +10,903	+82%	+$2.09M	0.07%	146
2025 Q2	$2.72M	Buy	+13,302	New	+$2.47M	0.05%	205
2024 Q4	–	Sell	-5,956	Closed	-$1.02M	–	653
2024 Q3	$1.02M	Sell	5,956 -108	-2%	-$18.2K	0.03%	261
2024 Q2	$1.03M	Buy	6,064 +1,350	+29%	+$202K	0.03%	239
2024 Q1	$670K	Buy	4,714 +288	+7%	+$45.4K	0.02%	279
2023 Q4	$653K	Sell	4,426 -1,142	-21%	-$153K	0.02%	237
2023 Q3	$653K	Buy	5,568 +366	+7%	+$43.3K	0.02%	228
2023 Q2	$665K	Buy	5,202 +2,336	+82%	+$243K	0.03%	216
2023 Q1	$286K	Buy	+2,866	New	+$243K	0.01%	326
2022 Q4	–	Sell	-2,520	Closed	-$206K	–	422
2022 Q3	$206K	Buy	+2,520	New	+$218K	0.01%	331
2022 Q2	–	Sell	-2,172	Closed	-$225K	–	407
2022 Q1	$225K	Buy	+2,172	New	+$194K	0.02%	287
2018 Q2	–	Sell	-25,626	Closed	-$848K	–	618
2018 Q1	$848K	Buy	25,626 +186	+0.7%	+$5.17K	0.14%	153
2017 Q4	$654K	Buy	+25,440	New	+$619K	0.08%	191

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

Summit Trail Advisors's PANW Position: Q2 2026 in Review

Summit Trail Advisors reduced its Palo Alto Networks (PANW) stake by 0.5% in Q2 2026, selling an estimated $29.3K and leaving 25,500 shares worth $8.7M. The position accounts for 0.11% of the portfolio, ranked #107.

Summit Trail Advisors first reported a position in PANW in Q4 2017 and has held it in 16 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Summit Trail Advisors held 25,500 shares of Palo Alto Networks worth $8.7M as of Q2 2026.
Summit Trail Advisors sold 128 Palo Alto Networks shares in Q2 2026, an estimated $29.3K.
Palo Alto Networks made up 0.11% of Summit Trail Advisors's portfolio in Q2 2026, its #107 holding.
Summit Trail Advisors first reported a position in Palo Alto Networks in Q4 2017 and has held it in 16 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.