Valley Brook Capital Group’s Palo Alto Networks PANW Stock Holding History

Valley Brook Capital Group’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	$1.67M	Buy	4,907 +430	+10%	+$98.4K	0.95%	33
2026 Q1	$718K	Buy	4,477 +272	+6%	+$45.7K	0.48%	56
2025 Q4	$775K	Buy	4,205 +462	+12%	+$93.2K	0.51%	48
2025 Q3	$762K	Buy	3,743 +1,395	+59%	+$267K	0.51%	50
2025 Q2	$480K	Sell	2,348 -50	-2%	-$9.29K	0.36%	66
2025 Q1	$409K	Buy	2,398 +708	+42%	+$131K	0.32%	69
2024 Q4	$308K	Buy	1,690 +20	+1%	+$3.78K	0.23%	91
2024 Q3	$285K	Buy	+1,670	New	+$281K	0.21%	96
2021 Q2	–	Sell	-810	Closed	-$43K	–	321
2021 Q1	$43K	Hold	810	–	–	0.04%	234
2020 Q4	$47K	Buy	+810	New	+$37.8K	0.05%	203

Other funds holding PANW

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valley Brook Capital Group's PANW Position: Q2 2026 in Review

Valley Brook Capital Group increased its Palo Alto Networks (PANW) stake by 9.6% in Q2 2026, buying an estimated $98.4K and bringing the position to 4,907 shares worth $1.67M. The position accounts for 0.95% of the portfolio, ranked #33.

Valley Brook Capital Group first reported a position in PANW in Q4 2020 and has held it in 10 quarters since. 1,734 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Valley Brook Capital Group held 4,907 shares of Palo Alto Networks worth $1.67M as of Q2 2026.
Valley Brook Capital Group bought 430 Palo Alto Networks shares in Q2 2026, an estimated $98.4K.
Palo Alto Networks made up 0.95% of Valley Brook Capital Group's portfolio in Q2 2026, its #33 holding.
Valley Brook Capital Group first reported a position in Palo Alto Networks in Q4 2020 and has held it in 10 quarters since.
1,734 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.