Annis Gardner Whiting Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Annis Gardner Whiting Capital 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 Q1	$437K	Buy	2,724 +228	+9%	+$38.3K	0.07%	205
2025 Q4	$460K	Buy	2,496 +39	+2%	+$7.87K	0.09%	191
2025 Q3	$500K	Buy	2,457 +2,110	+608%	+$404K	0.1%	162
2025 Q2	$71K	Buy	347 +56	+19%	+$10.4K	0.02%	366
2025 Q1	$49.7K	Sell	291 -3,155	-92%	-$583K	0.02%	350
2024 Q4	$627K	Sell	3,446 -254	-7%	-$48K	0.18%	105
2024 Q3	$632K	Sell	3,700 -1,918	-34%	-$323K	0.18%	105
2024 Q2	$952K	Buy	5,618 +558	+11%	+$83.5K	0.27%	69
2024 Q1	$719K	Buy	5,060 +1,142	+29%	+$180K	0.26%	76
2023 Q4	$578K	Buy	3,918 +450	+13%	+$60.2K	0.26%	77
2023 Q3	$407K	Buy	+3,468	New	+$410K	0.22%	88

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

Annis Gardner Whiting Capital Advisors's PANW Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Palo Alto Networks (PANW) stake by 9.1% in Q1 2026, buying an estimated $38.3K and bringing the position to 2,724 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #205.

Annis Gardner Whiting Capital Advisors first reported a position in PANW in Q3 2023 and has held it in 11 quarters since. The position peaked at $952K in Q2 2024. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 2,724 shares of Palo Alto Networks worth $437K as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 228 Palo Alto Networks shares in Q1 2026, an estimated $38.3K.
Palo Alto Networks made up 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #205 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Palo Alto Networks in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Palo Alto Networks position peaked at $952K in Q2 2024.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.