Badgley Phelps Wealth Managers’s Palo Alto Networks PANW Stock Holding History

Badgley Phelps Wealth Managers’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	$28M	Buy	174,550 +2,189	+1%	+$368K	0.56%	49
2025 Q4	$31.7M	Buy	172,361 +3,242	+2%	+$654K	0.58%	44
2025 Q3	$34.4M	Sell	169,119 -151	-0.1%	-$28.9K	0.72%	35
2025 Q2	$34.6M	Sell	169,270 -476	-0.3%	-$88.4K	0.77%	33
2025 Q1	$29M	Sell	169,746 -2,474	-1%	-$457K	0.7%	40
2024 Q4	$31.3M	Sell	172,220 -15,892	-8%	-$3M	0.73%	36
2024 Q3	$32.1M	Sell	188,112 -3,974	-2%	-$669K	0.75%	34
2024 Q2	$32.6M	Sell	192,086 -9,604	-5%	-$1.44M	0.81%	33
2024 Q1	$28.7M	Sell	201,690 -4,072	-2%	-$642K	0.72%	39
2023 Q4	$30.3M	Buy	205,762 +28,658	+16%	+$3.83M	0.83%	36
2023 Q3	$20.8M	Sell	177,104 -56,604	-24%	-$6.7M	0.71%	44
2023 Q2	$29.9M	Sell	233,708 -2,104	-0.9%	-$219K	0.99%	31
2023 Q1	$23.6M	Buy	235,812 +6,260	+3%	+$530K	0.87%	35
2022 Q4	$16M	Buy	229,552 +772	+0.3%	+$62K	0.64%	55
2022 Q3	$18.7M	Buy	228,780 +2,148	+0.9%	+$186K	0.8%	36
2022 Q2	$18.7M	Sell	226,632 -1,968	-0.9%	-$175K	0.77%	43
2022 Q1	$23.7M	Sell	228,600 -2,100	-0.9%	-$188K	0.83%	41
2021 Q4	$21.4M	Buy	230,700 +3,036	+1%	+$263K	0.7%	50
2021 Q3	$18.2M	Buy	+227,664	New	+$16M	0.66%	51

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

Badgley Phelps Wealth Managers's PANW Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Palo Alto Networks (PANW) stake by 1.3% in Q1 2026, buying an estimated $368K and bringing the position to 174,550 shares worth $28M. The position accounts for 0.56% of the portfolio, ranked #49.

Badgley Phelps Wealth Managers first reported a position in PANW in Q3 2021 and has held it in 19 quarters since. The position peaked at $34.6M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Badgley Phelps Wealth Managers held 174,550 shares of Palo Alto Networks worth $28M as of Q1 2026.
Badgley Phelps Wealth Managers bought 2,189 Palo Alto Networks shares in Q1 2026, an estimated $368K.
Palo Alto Networks made up 0.56% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #49 holding.
Badgley Phelps Wealth Managers first reported a position in Palo Alto Networks in Q3 2021 and has held it in 19 quarters since.
Badgley Phelps Wealth Managers's Palo Alto Networks position peaked at $34.6M in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.