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

Telos 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	$29M	Sell	84,926 -1,104	-1%	-$253K	2.55%	6
2026 Q1	$13.8M	Buy	86,030 +6,390	+8%	+$1.07M	1.32%	20
2025 Q4	$14.7M	Buy	79,640 +880	+1%	+$178K	1.37%	18
2025 Q3	$16M	Buy	78,760 +3,674	+5%	+$703K	1.54%	16
2025 Q2	$15.4M	Buy	75,086 +15,273	+26%	+$2.84M	1.56%	15
2025 Q1	$10.2M	Buy	59,813 +2,893	+5%	+$535K	1.11%	22
2024 Q4	$10.4M	Sell	56,920 -528	-0.9%	-$99.7K	1.1%	27
2024 Q3	$9.82M	Sell	57,448 -1,062	-2%	-$179K	1.03%	29
2024 Q2	$9.92M	Buy	58,510 +3,830	+7%	+$573K	1.1%	29
2024 Q1	$7.77M	Buy	54,680 +42,450	+347%	+$6.7M	0.88%	37
2023 Q4	$1.8M	Buy	+12,230	New	+$1.64M	0.22%	92

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

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

Telos Capital Management reduced its Palo Alto Networks (PANW) stake by 1.3% in Q2 2026, selling an estimated $253K and leaving 84,926 shares worth $29M. The position accounts for 2.55% of the portfolio, ranked #6.

Telos Capital Management first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 958 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Telos Capital Management held 84,926 shares of Palo Alto Networks worth $29M as of Q2 2026.
Telos Capital Management sold 1,104 Palo Alto Networks shares in Q2 2026, an estimated $253K.
Palo Alto Networks made up 2.55% of Telos Capital Management's portfolio in Q2 2026, its #6 holding.
Telos Capital Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
958 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.