Avalon Trust’s Palo Alto Networks PANW Stock Holding History

Avalon 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	$17.7M	Buy	110,635 +39,657	+56%	+$6.66M	1.22%	26
2025 Q4	$13.1M	Buy	70,978 +3,003	+4%	+$606K	0.85%	31
2025 Q3	$13.8M	Sell	67,975 -2	-0%	-$383	0.9%	32
2025 Q2	$13.9M	Sell	67,977 -3,116	-4%	-$579K	1.02%	28
2025 Q1	$12.1M	Buy	71,093 +1,338	+2%	+$247K	0.96%	32
2024 Q4	$12.7M	Buy	69,755 +885	+1%	+$167K	0.9%	36
2024 Q3	$11.8M	Sell	68,870 -430	-0.6%	-$72.4K	0.87%	34
2024 Q2	$11.7M	Sell	69,300 -50	-0.1%	-$7.48K	0.93%	33
2024 Q1	$9.85M	Buy	69,350 +2,380	+4%	+$375K	0.81%	36
2023 Q4	$9.87M	Buy	66,970 +65,380	+4,112%	+$8.74M	0.9%	36
2023 Q3	$186K	Hold	1,590	–	–	0.02%	118
2023 Q2	$203K	Hold	1,590	–	–	0.02%	123
2023 Q1	$159K	Buy	+1,590	New	+$135K	0.02%	131

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

Avalon Trust's PANW Position: Q1 2026 in Review

Avalon Trust increased its Palo Alto Networks (PANW) stake by 56% in Q1 2026, buying an estimated $6.66M and bringing the position to 110,635 shares worth $17.7M. The position accounts for 1.22% of the portfolio, ranked #26.

Avalon Trust first reported a position in PANW in Q1 2023 and has held it in 13 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Avalon Trust held 110,635 shares of Palo Alto Networks worth $17.7M as of Q1 2026.
Avalon Trust bought 39,657 Palo Alto Networks shares in Q1 2026, an estimated $6.66M.
Palo Alto Networks made up 1.22% of Avalon Trust's portfolio in Q1 2026, its #26 holding.
Avalon Trust first reported a position in Palo Alto Networks in Q1 2023 and has held it in 13 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.