Avalon Global Asset Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24M | Buy |
149,640
+15,000
| +11% | +$2.52M | 3.32% | 10 |
|
|
2025
Q4 | $24.8M | Hold |
134,640
| – | – | 4.01% | 7 |
|
|
2025
Q3 | $27.4M | Hold |
134,640
| – | – | 3.14% | 7 |
|
|
2025
Q2 | $27.6M | Hold |
134,640
| – | – | 3.27% | 6 |
|
|
2025
Q1 | $23M | Buy |
134,640
+2,200
| +2% | +$407K | 3.22% | 5 |
|
|
2024
Q4 | $24.1M | Hold |
132,440
| – | – | 5.78% | 5 |
|
|
2024
Q3 | $22.6M | Hold |
132,440
| – | – | 3.41% | 7 |
|
|
2024
Q2 | $22.4M | Buy |
132,440
+600
| +0.5% | +$89.7K | 5.1% | 4 |
|
|
2024
Q1 | $18.7M | Hold |
131,840
| – | – | 2.7% | 9 |
|
|
2023
Q4 | $19.4M | Sell |
131,840
-7,000
| -5% | -$936K | 6.83% | 5 |
|
|
2023
Q3 | $16.3M | Buy |
138,840
+9,000
| +7% | +$1.07M | 6.37% | 3 |
|
|
2023
Q2 | $16.6M | Sell |
129,840
-12,140
| -9% | -$1.26M | 6.13% | 3 |
|
|
2023
Q1 | $14.2M | Sell |
141,980
-16,000
| -10% | -$1.36M | 6.99% | 1 |
|
|
2022
Q4 | $11M | Buy |
157,980
+5,000
| +3% | +$401K | 6.93% | 2 |
|
|
2022
Q3 | $12.5M | Sell |
152,980
-6,200
| -4% | -$537K | 5.73% | 3 |
|
|
2022
Q2 | $13.1M | Sell |
159,180
-37,800
| -19% | -$3.35M | 3.99% | 4 |
|
|
2022
Q1 | $20.4M | Sell |
196,980
-22,200
| -10% | -$1.99M | 4.74% | 3 |
|
|
2021
Q4 | $20.3M | Sell |
219,180
-57,000
| -21% | -$4.93M | 7.11% | 4 |
|
|
2021
Q3 | $22M | Hold |
276,180
| – | – | 3.54% | 4 |
|
|
2021
Q2 | $17.1M | Hold |
276,180
| – | – | 2.85% | 11 |
|
|
2021
Q1 | $14.8M | Hold |
276,180
| – | – | 2.61% | 11 |
|
|
2020
Q4 | $16.4M | Hold |
276,180
| – | – | 4.57% | 6 |
|
|
2020
Q3 | $11.3M | Hold |
276,180
| – | – | 3.03% | 13 |
|
|
2020
Q2 | $10.6M | Hold |
276,180
| – | – | 3.43% | 9 |
|
|
2020
Q1 | $7.55M | Hold |
276,180
| – | – | 3.55% | 8 |
|
|
2019
Q4 | $10.6M | Sell |
276,180
-42,180
| -13% | -$1.6M | 2.3% | 6 |
|
|
2019
Q3 | $10.8M | Buy |
318,360
+30,000
| +10% | +$1.06M | 3.7% | 3 |
|
|
2019
Q2 | $9.79M | Buy |
288,360
+2,580
| +0.9% | +$96.5K | 4.62% | 7 |
|
|
2019
Q1 | $11.6M | Sell |
285,780
-30,000
| -10% | -$1.11M | 6.17% | 2 |
|
|
2018
Q4 | $9.91M | Sell |
315,780
-49,680
| -14% | -$1.55M | 6.02% | 2 |
|
|
2018
Q3 | $13.7M | Buy |
365,460
+1,200
| +0.3% | +$43.7K | 4.74% | 1 |
|
|
2018
Q2 | $12.5M | Buy |
364,260
+2,400
| +0.7% | +$80K | 4.53% | 1 |
|
|
2018
Q1 | $10.9M | Hold |
361,860
| – | – | 3.78% | 2 |
|
|
2017
Q4 | $8.74M | Hold |
361,860
| – | – | 4.33% | 5 |
|
|
2017
Q3 | $8.69M | Hold |
361,860
| – | – | 3.31% | 6 |
|
|
2017
Q2 | $8.07M | Sell |
361,860
-72,000
| -17% | -$1.45M | 4.51% | 3 |
|
|
2017
Q1 | $8.15M | Buy |
433,860
+39,000
| +10% | +$872K | 4.25% | 4 |
|
|
2016
Q4 | $8.23M | Buy |
394,860
+159,360
| +68% | +$3.82M | 6.76% | 1 |
|
|
2016
Q3 | $6.25M | Sell |
235,500
-120,000
| -34% | -$2.73M | 3.74% | 7 |
|
|
2016
Q2 | $7.27M | Buy |
355,500
+81,000
| +30% | +$1.88M | 4.2% | 3 |
|
|
2016
Q1 | $7.46M | Buy |
274,500
+42,000
| +18% | +$1.03M | 5.65% | 1 |
|
|
2015
Q4 | $6.83M | Hold |
232,500
| – | – | 5.67% | 3 |
|
|
2015
Q3 | $6.67M | Sell |
232,500
-19,500
| -8% | -$575K | 4.81% | 6 |
|
|
2015
Q2 | $7.34M | Sell |
252,000
-43,200
| -15% | -$1.15M | 4.8% | 4 |
|
|
2015
Q1 | $7.19M | Sell |
295,200
-45,000
| -13% | -$1.01M | 4.71% | 2 |
|
|
2014
Q4 | $6.95M | Sell |
340,200
-30,000
| -8% | -$553K | 6.01% | 3 |
|
|
2014
Q3 | $6.05M | Buy |
370,200
+46,200
| +14% | +$663K | 3.54% | 5 |
|
|
2014
Q2 | $4.53M | Buy |
324,000
+54,000
| +20% | +$630K | 2.78% | 8 |
|
|
2014
Q1 | $3.09M | Buy |
+270,000
| New | +$3.06M | 2.06% | 17 |
|
Other funds holding PANW
VCM
VPM
Avalon Global Asset Management's PANW Position: Q1 2026 in Review
Avalon Global Asset Management increased its Palo Alto Networks (PANW) stake by 11% in Q1 2026, buying an estimated $2.52M and bringing the position to 149,640 shares worth $24M. The position accounts for 3.32% of the portfolio, ranked #10.
Avalon Global Asset Management first reported a position in PANW in Q1 2014 and has held it in 49 quarters since. The position peaked at $27.6M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Avalon Global Asset Management held 149,640 shares of Palo Alto Networks worth $24M as of Q1 2026.
- Avalon Global Asset Management bought 15,000 Palo Alto Networks shares in Q1 2026, an estimated $2.52M.
- Palo Alto Networks made up 3.32% of Avalon Global Asset Management's portfolio in Q1 2026, its #10 holding.
- Avalon Global Asset Management first reported a position in Palo Alto Networks in Q1 2014 and has held it in 49 quarters since.
- Avalon Global Asset Management's Palo Alto Networks position peaked at $27.6M in Q2 2025.
- 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Avalon Global Asset Management's 13F filing for Q1 2026, filed 14 May 2026.