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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.24M Sell
21,239
-2,960
-12% -$678K 0.83% 25
2026
Q1
$3.88M Sell
24,199
-3,753
-13% -$630K 0.49% 43
2025
Q4
$5.15M Sell
27,952
-50
-0.2% -$10.1K 0.62% 37
2025
Q3
$5.7M Sell
28,002
-116
-0.4% -$22.2K 0.7% 34
2025
Q2
$5.75M Buy
28,118
+5,695
+25% +$1.06M 0.76% 32
2025
Q1
$3.83M Buy
+22,423
New +$4.15M 0.55% 41

Other funds holding PANW

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

Vision Capital Management reduced its Palo Alto Networks (PANW) stake by 12% in Q2 2026, selling an estimated $678K and leaving 21,239 shares worth $7.24M. The position accounts for 0.83% of the portfolio, ranked #25.

Vision Capital Management first reported a position in PANW in Q1 2025 and has held it in 6 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Vision Capital Management held 21,239 shares of Palo Alto Networks worth $7.24M as of Q2 2026.
  • Vision Capital Management sold 2,960 Palo Alto Networks shares in Q2 2026, an estimated $678K.
  • Palo Alto Networks made up 0.83% of Vision Capital Management's portfolio in Q2 2026, its #25 holding.
  • Vision Capital Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 6 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.