BBR Partners’s Palo Alto Networks PANW Stock Holding History

BBR Partners’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	$636K	Sell	3,967 -90	-2%	-$15.1K	0.04%	133
2025 Q4	$747K	Sell	4,057 -168	-4%	-$33.9K	0.04%	129
2025 Q3	$860K	Buy	4,225 +19	+0.5%	+$3.64K	0.05%	116
2025 Q2	$861K	Sell	4,206 -2	-0%	-$371	0.05%	111
2025 Q1	$718K	Hold	4,208	–	–	0.05%	113
2024 Q4	$766K	Buy	4,208 +1,358	+48%	+$257K	0.05%	113
2024 Q3	$487K	Hold	2,850	–	–	0.04%	136
2024 Q2	$483K	Sell	2,850 -3,470	-55%	-$519K	0.04%	113
2024 Q1	$898K	Buy	6,320 +3,254	+106%	+$513K	0.07%	95
2023 Q4	$452K	Buy	+3,066	New	+$410K	0.05%	109
2023 Q1	–	Sell	-8,710	Closed	-$608K	–	182
2022 Q4	$608K	Sell	8,710 -1,694	-16%	-$136K	0.07%	94
2022 Q3	$852K	Hold	10,404	–	–	0.11%	78
2022 Q2	$856K	Buy	+10,404	New	+$923K	0.1%	94
2018 Q2	–	Sell	-7,116	Closed	-$215K	–	102
2018 Q1	$215K	Buy	+7,116	New	+$198K	0.04%	84

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

BBR Partners's PANW Position: Q1 2026 in Review

BBR Partners reduced its Palo Alto Networks (PANW) stake by 2.2% in Q1 2026, selling an estimated $15.1K and leaving 3,967 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #133.

BBR Partners first reported a position in PANW in Q1 2018 and has held it in 14 quarters since. The position peaked at $898K in Q1 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

BBR Partners held 3,967 shares of Palo Alto Networks worth $636K as of Q1 2026.
BBR Partners sold 90 Palo Alto Networks shares in Q1 2026, an estimated $15.1K.
Palo Alto Networks made up 0.04% of BBR Partners's portfolio in Q1 2026, its #133 holding.
BBR Partners first reported a position in Palo Alto Networks in Q1 2018 and has held it in 14 quarters since.
BBR Partners's Palo Alto Networks position peaked at $898K in Q1 2024.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.