Alpha Family Trust’s Palo Alto Networks PANW Stock Holding History

Alpha Family Trust’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	$853K	Buy	5,320 +1,720	+48%	+$289K	0.41%	44
2025 Q4	$663K	Sell	3,600 -410	-10%	-$82.7K	0.3%	59
2025 Q3	$817K	Buy	4,010 +620	+18%	+$119K	0.38%	50
2025 Q2	$694K	Sell	3,390 -1,630	-32%	-$303K	0.34%	52
2025 Q1	$857K	Buy	5,020 +2,250	+81%	+$416K	0.5%	43
2024 Q4	$504K	Hold	2,770	–	–	0.28%	56
2024 Q3	$473K	Hold	2,770	–	–	0.26%	68
2024 Q2	$470K	Hold	2,770	–	–	0.28%	61
2024 Q1	$394K	Hold	2,770	–	–	0.24%	75
2023 Q4	$408K	Hold	2,770	–	–	0.28%	69
2023 Q3	$325K	Buy	+2,770	New	+$328K	0.25%	80

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

Alpha Family Trust's PANW Position: Q1 2026 in Review

Alpha Family Trust increased its Palo Alto Networks (PANW) stake by 48% in Q1 2026, buying an estimated $289K and bringing the position to 5,320 shares worth $853K. The position accounts for 0.41% of the portfolio, ranked #44.

Alpha Family Trust first reported a position in PANW in Q3 2023 and has held it in 11 quarters since. The position peaked at $857K in Q1 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Alpha Family Trust held 5,320 shares of Palo Alto Networks worth $853K as of Q1 2026.
Alpha Family Trust bought 1,720 Palo Alto Networks shares in Q1 2026, an estimated $289K.
Palo Alto Networks made up 0.41% of Alpha Family Trust's portfolio in Q1 2026, its #44 holding.
Alpha Family Trust first reported a position in Palo Alto Networks in Q3 2023 and has held it in 11 quarters since.
Alpha Family Trust's Palo Alto Networks position peaked at $857K in Q1 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.