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Waverly Advisors’s Palo Alto Networks PANW Stock Holding History

Waverly Advisors’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 		$32.6M Sell
95,594
-30,536
-24% -$6.99M 0.19% 110
2026
Q1 		$20.2M Buy
126,130
+25,343
+25% +$4.26M 0.15% 138
2025
Q4 		$18.6M Buy
100,787
+40,570
+67% +$8.18M 0.15% 136
2025
Q3 		$12.3M Buy
60,217
+8,392
+16% +$1.61M 0.12% 170
2025
Q2 		$10.6M Buy
51,825
+1,795
+4% +$333K 0.12% 182
2025
Q1 		$8.54M Buy
50,030
+43,382
+653% +$8.02M 0.1% 202
2024
Q4 		$1.21M Buy
6,648
+4,014
+152% +$758K 0.02% 485
2024
Q3 		$450K Sell
2,634
-120
-4% -$20.2K 0.01% 608
2024
Q2 		$467K Buy
+2,754
New +$412K 0.01% 590

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Waverly Advisors's PANW Position: Q2 2026 in Review

Waverly Advisors reduced its Palo Alto Networks (PANW) stake by 24% in Q2 2026, selling an estimated $6.99M and leaving 95,594 shares worth $32.6M. The position accounts for 0.19% of the portfolio, ranked #110.

Waverly Advisors first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Waverly Advisors held 95,594 shares of Palo Alto Networks worth $32.6M as of Q2 2026.
  • Waverly Advisors sold 30,536 Palo Alto Networks shares in Q2 2026, an estimated $6.99M.
  • Palo Alto Networks made up 0.19% of Waverly Advisors's portfolio in Q2 2026, its #110 holding.
  • Waverly Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.