AGF Management’s Palo Alto Networks PANW Stock Holding History

AGF 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	$33M	Buy	205,806 +135,024	+191%	+$22.7M	0.15%	128
2025 Q4	$13M	Hold	70,782	–	–	0.06%	174
2025 Q3	$14.4M	Buy	70,782 +64,825	+1,088%	+$12.4M	0.06%	176
2025 Q2	$1.22M	Buy	5,957 +507	+9%	+$94.2K	0.01%	523
2025 Q1	$930K	Sell	5,450 -1,688	-24%	-$312K	﹤0.01%	550
2024 Q4	$1.3M	Sell	7,138 -822	-10%	-$155K	0.01%	535
2024 Q3	$1.36M	Buy	7,960 +4,308	+118%	+$725K	0.01%	537
2024 Q2	$619K	Buy	3,652 +414	+13%	+$61.9K	﹤0.01%	602
2024 Q1	$460K	Sell	3,238 -2,118,656	-100%	-$334M	﹤0.01%	639
2023 Q4	$313M	Sell	2,121,894 -4,290	-0.2%	-$574K	1.84%	2
2023 Q3	$249M	Buy	2,126,184 +56,216	+3%	+$6.65M	1.77%	5
2023 Q2	$264M	Buy	2,069,968 +791,314	+62%	+$82.3M	1.92%	2
2023 Q1	$128M	Buy	1,278,654 +96,240	+8%	+$8.16M	0.88%	27
2022 Q4	$82.5M	Buy	+1,182,414	New	+$94.9M	0.6%	51

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

AGF Management's PANW Position: Q1 2026 in Review

AGF Management increased its Palo Alto Networks (PANW) stake by 191% in Q1 2026, buying an estimated $22.7M and bringing the position to 205,806 shares worth $33M. The position accounts for 0.15% of the portfolio, ranked #128.

AGF Management first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $313M in Q4 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

AGF Management held 205,806 shares of Palo Alto Networks worth $33M as of Q1 2026.
AGF Management bought 135,024 Palo Alto Networks shares in Q1 2026, an estimated $22.7M.
Palo Alto Networks made up 0.15% of AGF Management's portfolio in Q1 2026, its #128 holding.
AGF Management first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
AGF Management's Palo Alto Networks position peaked at $313M in Q4 2023.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.