Bayshore Asset Management’s Palo Alto Networks PANW Stock Holding History

Bayshore Asset 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	$1.19M	Hold	7,435	–	–	0.47%	24
2025 Q4	$1.37M	Hold	7,435	–	–	0.56%	23
2025 Q3	$1.51M	Buy	7,435 +1	+0%	+$191	0.65%	20
2025 Q2	$1.52M	Hold	7,434	–	–	0.7%	20
2025 Q1	$1.27M	Hold	7,434	–	–	0.63%	21
2024 Q4	$1.35M	Hold	7,434	–	–	0.62%	27
2024 Q3	$1.27M	Hold	7,434	–	–	0.57%	26
2024 Q2	$1.26M	Hold	7,434	–	–	0.63%	21
2024 Q1	$1.06M	Hold	7,434	–	–	0.52%	21
2023 Q4	$1.1M	Hold	7,434	–	–	0.58%	20
2023 Q3	$871K	Hold	7,434	–	–	0.51%	21
2023 Q2	$906K	Hold	7,434	–	–	0.49%	20
2023 Q1	$742K	Hold	7,434	–	–	0.44%	21
2022 Q4	$519K	Hold	7,434	–	–	0.33%	22
2022 Q3	$609K	Hold	7,434	–	–	0.46%	22
2022 Q2	$612K	Hold	7,434	–	–	0.44%	20
2022 Q1	$771K	Hold	7,434	–	–	0.57%	16
2021 Q4	$690K	Buy	+7,434	New	+$643K	0.5%	12

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

Bayshore Asset Management's PANW Position: Q1 2026 in Review

Bayshore Asset Management held its Palo Alto Networks (PANW) position steady in Q1 2026 at 7,435 shares worth $1.19M. The position accounts for 0.47% of the portfolio, ranked #24.

Bayshore Asset Management first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.52M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Bayshore Asset Management held 7,435 shares of Palo Alto Networks worth $1.19M as of Q1 2026.
Bayshore Asset Management left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up 0.47% of Bayshore Asset Management's portfolio in Q1 2026, its #24 holding.
Bayshore Asset Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
Bayshore Asset Management's Palo Alto Networks position peaked at $1.52M in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Bayshore Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.