Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

PANW holding history

Palo Alto Networks Inc in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PANW overview All 13F holders of PANW Full Q2 2026 holdings

Shares (Q2 2026): 243,306
Value: $83.0M
% of portfolio: 0.4%
Quarters held: 21; Since Q2 2021

Holdings of PANW by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	243,306	$83.0M	0.4%	−4,329−1.7%	Reduced	Holders
Q1 2026	247,635	$39.7M	0.2%	+53,787+27.7%	Added	Holders
Q4 2025	193,848	$35.7M	0.3%	+1,306+0.7%	Added	Holders
Q3 2025	192,542	$39.2M	0.3%	−7,729−3.9%	Reduced	Holders
Q2 2025	200,271	$41.0M	0.4%	+4,166+2.1%	Added	Holders
Q1 2025	196,105	$33.5M	0.4%	−1,404−0.7%	Reduced	Holders
Q4 2024	197,509	$35.9M	0.4%	−3,285−1.6%	ReducedConverted for a 2-for-1 split	Holders
Q3 2024	100,397	$34.3M	0.4%	−3,352−3.2%	Reduced	Holders
Q2 2024	103,749	$35.2M	0.4%	−3,268−3.1%	Reduced	Holders
Q1 2024	107,017	$30.4M	0.3%	−5,023−4.5%	Reduced	Holders
Q4 2023	112,040	$33.0M	0.4%	+26,767+31.4%	Added	Holders
Q3 2023	85,273	$20.0M	0.2%	+57,632+208.5%	Added	Holders
Q2 2023	27,641	$7.06M	0.1%	+846+3.2%	Added	Holders
Q1 2023	26,795	$5.35M	0.1%	−6,022−18.4%	Reduced	Holders
Q4 2022	32,817	$4.58M	0.1%	+1,658+5.3%	Added	Holders
Q3 2022	31,159	$5.10M	0.1%	−2,339−7.0%	ReducedConverted for a 3-for-1 split	Holders
Q2 2022	11,166	$5.51M	0.1%	−1,308−10.5%	Reduced	Holders
Q1 2022	12,474	$7.76M	0.1%	+2,701+27.6%	Added	Holders
Q4 2021	9,773	$5.44M	0.1%	−2,159−18.1%	Reduced	Holders
Q3 2021	11,932	$5.71M	0.1%	+6,487+119.1%	Added	Holders
Q2 2021	5,445	$2.02M	0.1%	+5,445	New	Holders