Arthur M. Cohen & Associates’s Palo Alto Networks PANW Stock Holding History

Arthur M. Cohen & Associates’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	$2.55M	Buy	15,845 +806	+5%	+$135K	0.45%	41
2025 Q4	$2.77M	Buy	15,039 +1,897	+14%	+$383K	0.45%	35
2025 Q3	$2.68M	Buy	13,142 +210	+2%	+$40.2K	0.45%	37
2025 Q2	$2.65M	Buy	12,932 +295	+2%	+$54.8K	0.47%	35
2025 Q1	$2.16M	Buy	12,637 +105	+0.8%	+$19.4K	0.41%	37
2024 Q4	$2.28M	Buy	12,532 +420	+3%	+$79.3K	0.4%	37
2024 Q3	$1.99M	Buy	12,112 +2,308	+24%	+$388K	0.36%	40
2024 Q2	$1.66M	Buy	9,804 +1,570	+19%	+$235K	0.3%	42
2024 Q1	$1.17M	Buy	8,234 +2,700	+49%	+$426K	0.25%	53
2023 Q4	$816K	Buy	5,534 +960	+21%	+$128K	0.19%	67
2023 Q3	$536K	Hold	4,574	–	–	0.14%	78
2023 Q2	$584K	Buy	4,574 +860	+23%	+$89.5K	0.15%	77
2023 Q1	$371K	Hold	3,714	–	–	0.1%	91
2022 Q4	$259K	Hold	3,714	–	–	0.07%	108
2022 Q3	$304K	Hold	3,714	–	–	0.08%	98
2022 Q2	$306K	Hold	3,714	–	–	0.08%	106
2022 Q1	$385K	Buy	+3,714	New	+$332K	0.08%	100

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

Arthur M. Cohen & Associates's PANW Position: Q1 2026 in Review

Arthur M. Cohen & Associates increased its Palo Alto Networks (PANW) stake by 5.4% in Q1 2026, buying an estimated $135K and bringing the position to 15,845 shares worth $2.55M. The position accounts for 0.45% of the portfolio, ranked #41.

Arthur M. Cohen & Associates first reported a position in PANW in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.77M in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Arthur M. Cohen & Associates held 15,845 shares of Palo Alto Networks worth $2.55M as of Q1 2026.
Arthur M. Cohen & Associates bought 806 Palo Alto Networks shares in Q1 2026, an estimated $135K.
Palo Alto Networks made up 0.45% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #41 holding.
Arthur M. Cohen & Associates first reported a position in Palo Alto Networks in Q1 2022 and has held it in 17 quarters since.
Arthur M. Cohen & Associates's Palo Alto Networks position peaked at $2.77M in Q4 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.