Varma Mutual Pension Insurance Co’s Palo Alto Networks PANW Stock Holding History

Varma Mutual Pension Insurance Co’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	$40.5M	Buy	118,624 +3,448	+3%	+$789K	0.21%	60
2026 Q1	$18.5M	Hold	115,176	–	–	0.11%	140
2025 Q4	$21.2M	Buy	115,176 +2,400	+2%	+$484K	0.13%	114
2025 Q3	$23M	Buy	112,776 +9,000	+9%	+$1.72M	0.15%	99
2025 Q2	$21.2M	Buy	103,776 +3,100	+3%	+$576K	0.16%	87
2025 Q1	$17.2M	Sell	100,676 -8,500	-8%	-$1.57M	0.15%	109
2024 Q4	$19.9M	Sell	109,176 -5,500	-5%	-$1.04M	0.15%	93
2024 Q3	$20.7M	Sell	114,676 -6,800	-6%	-$1.14M	0.16%	111
2024 Q2	$20.6M	Sell	121,476 -8,984	-7%	-$1.34M	0.17%	101
2024 Q1	$18.5M	Buy	130,460 +80,000	+159%	+$12.6M	0.16%	154
2023 Q4	$7.44M	Sell	50,460 -286,748	-85%	-$38.3M	0.08%	98
2023 Q3	$39.5M	Buy	337,208 +30,000	+10%	+$3.55M	0.48%	36
2023 Q2	$39.2M	Sell	307,208 -105,946	-26%	-$11M	0.47%	35
2023 Q1	$41.3M	Sell	413,154 -124,000	-23%	-$10.5M	0.5%	47
2022 Q4	$37.5M	Buy	537,154 +40,000	+8%	+$3.21M	0.53%	45
2022 Q3	$40.7M	Buy	+497,154	New	+$43.1M	0.69%	30

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

Varma Mutual Pension Insurance Co's PANW Position: Q2 2026 in Review

Varma Mutual Pension Insurance Co increased its Palo Alto Networks (PANW) stake by 3% in Q2 2026, buying an estimated $789K and bringing the position to 118,624 shares worth $40.5M. The position accounts for 0.21% of the portfolio, ranked #60.

Varma Mutual Pension Insurance Co first reported a position in PANW in Q3 2022 and has held it in 16 quarters since. The position peaked at $41.3M in Q1 2023. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Varma Mutual Pension Insurance Co held 118,624 shares of Palo Alto Networks worth $40.5M as of Q2 2026.
Varma Mutual Pension Insurance Co bought 3,448 Palo Alto Networks shares in Q2 2026, an estimated $789K.
Palo Alto Networks made up 0.21% of Varma Mutual Pension Insurance Co's portfolio in Q2 2026, its #60 holding.
Varma Mutual Pension Insurance Co first reported a position in Palo Alto Networks in Q3 2022 and has held it in 16 quarters since.
Varma Mutual Pension Insurance Co's Palo Alto Networks position peaked at $41.3M in Q1 2023.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q2 2026, filed 12 Aug 2026.