Wakefield Asset Management’s Palo Alto Networks PANW Stock Holding History

Wakefield Asset 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	$496K	Hold	1,454	–	–	0.11%	193
2026 Q1	$233K	Hold	1,454	–	–	0.06%	206
2025 Q4	$268K	Hold	1,454	–	–	0.07%	198
2025 Q3	$296K	Hold	1,454	–	–	0.08%	184
2025 Q2	$298K	Hold	1,454	–	–	0.08%	194
2025 Q1	$248K	Buy	+1,454	New	+$269K	0.08%	189
2019 Q2	–	Sell	-26,964	Closed	-$1.09M	–	216
2019 Q1	$1.09M	Sell	26,964 -2,988	-10%	-$111K	0.4%	69
2018 Q4	$940K	Buy	+29,952	New	+$934K	0.41%	67

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 $3.37T AUM 44.26% 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

Wakefield Asset Management's PANW Position: Q2 2026 in Review

Wakefield Asset Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,454 shares worth $496K. The position accounts for 0.11% of the portfolio, ranked #193.

Wakefield Asset Management first reported a position in PANW in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2019. 2,898 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Wakefield Asset Management held 1,454 shares of Palo Alto Networks worth $496K as of Q2 2026.
Wakefield Asset Management left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.11% of Wakefield Asset Management's portfolio in Q2 2026, its #193 holding.
Wakefield Asset Management first reported a position in Palo Alto Networks in Q4 2018 and has held it in 8 quarters since.
Wakefield Asset Management's Palo Alto Networks position peaked at $1.09M in Q1 2019.
2,898 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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