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

Advisors 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 Q1	$18.4M	Buy	114,746 +15,797	+16%	+$2.65M	0.31%	55
2025 Q4	$18.2M	Buy	98,949 +2,997	+3%	+$605K	0.31%	52
2025 Q3	$19.5M	Buy	95,952 +2,578	+3%	+$493K	0.33%	43
2025 Q2	$19.1M	Buy	93,374 +3,404	+4%	+$632K	0.34%	43
2025 Q1	$15.4M	Buy	89,970 +349	+0.4%	+$64.5K	0.29%	56
2024 Q4	$16.3M	Sell	89,621 -1,249	-1%	-$236K	0.3%	54
2024 Q3	$15.5M	Sell	90,870 -11,752	-11%	-$1.98M	0.29%	56
2024 Q2	$17.4M	Sell	102,622 -5,622	-5%	-$841K	0.34%	51
2024 Q1	$15.4M	Sell	108,244 -10,176	-9%	-$1.61M	0.3%	59
2023 Q4	$17.5M	Buy	118,420 +3,430	+3%	+$459K	0.36%	51
2023 Q3	$13.5M	Buy	114,990 +40	+0%	+$4.73K	0.29%	63
2023 Q2	$14.7M	Sell	114,950 -1,028	-0.9%	-$107K	0.3%	58
2023 Q1	$11.6M	Sell	115,978 -7,072	-6%	-$599K	0.24%	85
2022 Q4	$8.59M	Sell	123,050 -17,688	-13%	-$1.42M	0.18%	127
2022 Q3	$11.5M	Sell	140,738 -17,986	-11%	-$1.56M	0.24%	78
2022 Q2	$13.1M	Sell	158,724 -13,614	-8%	-$1.21M	0.25%	77
2022 Q1	$17.9M	Sell	172,338 -19,230	-10%	-$1.72M	0.28%	66
2021 Q4	$17.8M	Sell	191,568 -18,594	-9%	-$1.61M	0.25%	71
2021 Q3	$16.8M	Sell	210,162 -15,846	-7%	-$1.11M	0.26%	70
2021 Q2	$14M	Sell	226,008 -24,702	-10%	-$1.46M	0.21%	94
2021 Q1	$13.5M	Sell	250,710 -10,446	-4%	-$621K	0.21%	87
2020 Q4	$15.5M	Buy	261,156 +3,534	+1%	+$165K	0.26%	71
2020 Q3	$10.5M	Buy	257,622 +7,698	+3%	+$320K	0.19%	100
2020 Q2	$9.57M	Buy	249,924 +12,522	+5%	+$441K	0.19%	109
2020 Q1	$6.49M	Buy	237,402 +21,174	+10%	+$739K	0.15%	138
2019 Q4	$8.33M	Buy	216,228 +11,322	+6%	+$428K	0.15%	164
2019 Q3	$6.96M	Buy	204,906 +39,600	+24%	+$1.4M	0.13%	192
2019 Q2	$5.61M	Buy	165,306 +54,732	+49%	+$2.05M	0.1%	238
2019 Q1	$4.48M	Buy	110,574 +44,772	+68%	+$1.66M	0.08%	286
2018 Q4	$2.07M	Buy	65,802 +24,444	+59%	+$762K	0.04%	492
2018 Q3	$1.55M	Buy	41,358 +15,264	+58%	+$556K	0.03%	691
2018 Q2	$894K	Buy	26,094 +11,832	+83%	+$394K	0.02%	877
2018 Q1	$412K	Sell	14,262 -6,816	-32%	-$189K	0.01%	1094
2017 Q4	$509K	Sell	21,078 -1,632	-7%	-$39.7K	0.01%	1071
2017 Q3	$545K	Sell	22,710 -10,554	-32%	-$240K	0.01%	1037
2017 Q2	$742K	Sell	33,264 -828	-2%	-$16.7K	0.01%	975
2017 Q1	$640K	Sell	34,092 -15,192	-31%	-$340K	0.01%	1016
2016 Q4	$1.03M	Buy	49,284 +1,872	+4%	+$44.9K	0.02%	867
2016 Q3	$1.26M	Buy	47,412 +4,836	+11%	+$110K	0.02%	786
2016 Q2	$870K	Buy	42,576 +1,002	+2%	+$23.2K	0.01%	924
2016 Q1	$1.13M	Buy	41,574 +5,688	+16%	+$140K	0.02%	825
2015 Q4	$1.05M	Buy	35,886 +4,836	+16%	+$140K	0.02%	888
2015 Q3	$890K	Buy	31,050 +7,770	+33%	+$229K	0.01%	914
2015 Q2	$678K	Buy	23,280 +8,712	+60%	+$233K	0.01%	1026
2015 Q1	$355K	Buy	+14,568	New	+$326K	﹤0.01%	1194

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisors Asset Management's PANW Position: Q1 2026 in Review

Advisors Asset Management increased its Palo Alto Networks (PANW) stake by 16% in Q1 2026, buying an estimated $2.65M and bringing the position to 114,746 shares worth $18.4M. The position accounts for 0.31% of the portfolio, ranked #55.

Advisors Asset Management first reported a position in PANW in Q1 2015 and has held it in 45 quarters since. The position peaked at $19.5M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Advisors Asset Management held 114,746 shares of Palo Alto Networks worth $18.4M as of Q1 2026.
Advisors Asset Management bought 15,797 Palo Alto Networks shares in Q1 2026, an estimated $2.65M.
Palo Alto Networks made up 0.31% of Advisors Asset Management's portfolio in Q1 2026, its #55 holding.
Advisors Asset Management first reported a position in Palo Alto Networks in Q1 2015 and has held it in 45 quarters since.
Advisors Asset Management's Palo Alto Networks position peaked at $19.5M in Q3 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.