Tandem Capital Management’s Palo Alto Networks PANW Stock Holding History

Tandem Capital Management’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	$2.2M	Sell	6,439 -150	-2%	-$34.3K	0.92%	37
2026 Q1	$1.06M	Sell	6,589 -1,281	-16%	-$215K	0.53%	55
2025 Q4	$1.45M	Buy	7,870 +825	+12%	+$166K	0.66%	44
2025 Q3	$1.43M	Buy	7,045 +570	+9%	+$109K	0.67%	46
2025 Q2	$1.33M	Sell	6,475 -45	-0.7%	-$8.36K	0.67%	46
2025 Q1	$1.11M	Buy	6,520 +200	+3%	+$37K	0.62%	49
2024 Q4	$1.15M	Buy	6,320 +144	+2%	+$27.2K	0.62%	50
2024 Q3	$1.06M	Buy	6,176 +160	+3%	+$26.9K	0.56%	51
2024 Q2	$1.03M	Sell	6,016 -300	-5%	-$44.9K	0.56%	51
2024 Q1	$897K	Buy	6,316 +2,316	+58%	+$365K	0.51%	55
2023 Q4	$590K	Hold	4,000	–	–	0.37%	72
2023 Q3	$469K	Sell	4,000 -728	-15%	-$86.1K	0.32%	73
2023 Q2	$604K	Hold	4,728	–	–	0.39%	63
2023 Q1	$472K	Buy	4,728 +750	+19%	+$63.6K	0.33%	69
2022 Q4	$278K	Buy	3,978 +268	+7%	+$21.5K	0.22%	80
2022 Q3	$301K	Buy	3,710 +290	+8%	+$25.1K	0.25%	73
2022 Q2	$282K	Buy	3,420 +120	+4%	+$10.6K	0.23%	79
2022 Q1	$314K	Buy	+3,300	New	+$295K	0.22%	78

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 $3.38T AUM 44.17% 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

Tandem Capital Management's PANW Position: Q2 2026 in Review

Tandem Capital Management reduced its Palo Alto Networks (PANW) stake by 2.3% in Q2 2026, selling an estimated $34.3K and leaving 6,439 shares worth $2.2M. The position accounts for 0.92% of the portfolio, ranked #37.

Tandem Capital Management first reported a position in PANW in Q1 2022 and has held it in 18 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Tandem Capital Management held 6,439 shares of Palo Alto Networks worth $2.2M as of Q2 2026.
Tandem Capital Management sold 150 Palo Alto Networks shares in Q2 2026, an estimated $34.3K.
Palo Alto Networks made up 0.92% of Tandem Capital Management's portfolio in Q2 2026, its #37 holding.
Tandem Capital Management first reported a position in Palo Alto Networks in Q1 2022 and has held it in 18 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.