Azimuth Capital Investment Management’s Palo Alto Networks PANW Stock Holding History

Azimuth Capital Investment Management’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	$10.5M	Sell	65,619 -982	-1%	-$165K	0.4%	90
2025 Q4	$12.3M	Sell	66,601 -1,960	-3%	-$395K	0.44%	73
2025 Q3	$14M	Sell	68,561 -1,476	-2%	-$283K	0.5%	62
2025 Q2	$14.3M	Sell	70,037 -551	-0.8%	-$102K	0.53%	55
2025 Q1	$12M	Sell	70,588 -366	-0.5%	-$67.7K	0.48%	60
2024 Q4	$12.9M	Buy	70,954 +1,576	+2%	+$298K	0.5%	57
2024 Q3	$11.9M	Sell	69,378 -528	-0.8%	-$88.9K	0.46%	61
2024 Q2	$11.8M	Sell	69,906 -49,554	-41%	-$7.41M	0.48%	60
2024 Q1	$17M	Sell	119,460 -53,866	-31%	-$8.5M	0.7%	44
2023 Q4	$25.6M	Sell	173,326 -11,400	-6%	-$1.52M	1.15%	15
2023 Q3	$21.7M	Sell	184,726 -790	-0.4%	-$93.5K	1.07%	21
2023 Q2	$23.7M	Sell	185,516 -34,782	-16%	-$3.62M	1.13%	16
2023 Q1	$22M	Sell	220,298 -36,872	-14%	-$3.12M	1.08%	15
2022 Q4	$17.9M	Sell	257,170 -7,552	-3%	-$606K	0.91%	26
2022 Q3	$21.7M	Sell	264,722 -1,654	-0.6%	-$143K	1.19%	16
2022 Q2	$21.9M	Buy	+266,376	New	+$23.6M	1.11%	16

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

Azimuth Capital Investment Management's PANW Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its Palo Alto Networks (PANW) stake by 1.5% in Q1 2026, selling an estimated $165K and leaving 65,619 shares worth $10.5M. The position accounts for 0.4% of the portfolio, ranked #90.

Azimuth Capital Investment Management first reported a position in PANW in Q2 2022 and has held it in 16 quarters since. The position peaked at $25.6M in Q4 2023. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Azimuth Capital Investment Management held 65,619 shares of Palo Alto Networks worth $10.5M as of Q1 2026.
Azimuth Capital Investment Management sold 982 Palo Alto Networks shares in Q1 2026, an estimated $165K.
Palo Alto Networks made up 0.4% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #90 holding.
Azimuth Capital Investment Management first reported a position in Palo Alto Networks in Q2 2022 and has held it in 16 quarters since.
Azimuth Capital Investment Management's Palo Alto Networks position peaked at $25.6M in Q4 2023.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.