Becker Capital Management’s Palo Alto Networks PANW Stock Holding History

Becker Capital 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	$954K	Sell	5,949 -58	-1%	-$9.74K	0.03%	173
2025 Q4	$1.11M	Sell	6,007 -15	-0.2%	-$3.03K	0.03%	175
2025 Q3	$1.23M	Sell	6,022 -20	-0.3%	-$3.83K	0.04%	164
2025 Q2	$1.24M	Hold	6,042	–	–	0.04%	160
2025 Q1	$1.03M	Hold	6,042	–	–	0.03%	166
2024 Q4	$1.1M	Buy	6,042 +40	+0.7%	+$7.56K	0.04%	157
2024 Q3	$1.03M	Buy	6,002 +182	+3%	+$30.6K	0.03%	165
2024 Q2	$987K	Buy	5,820 +576	+11%	+$86.2K	0.03%	160
2024 Q1	$745K	Hold	5,244	–	–	0.03%	179
2023 Q4	$773K	Sell	5,244 -70	-1%	-$9.36K	0.03%	172
2023 Q3	$623K	Buy	5,314 +320	+6%	+$37.9K	0.02%	179
2023 Q2	$638K	Buy	4,994 +1,928	+63%	+$201K	0.02%	188
2023 Q1	$306K	Buy	+3,066	New	+$260K	0.01%	227

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

Becker Capital Management's PANW Position: Q1 2026 in Review

Becker Capital Management reduced its Palo Alto Networks (PANW) stake by 0.97% in Q1 2026, selling an estimated $9.74K and leaving 5,949 shares worth $954K. The position accounts for 0.03% of the portfolio, ranked #173.

Becker Capital Management first reported a position in PANW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.24M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Becker Capital Management held 5,949 shares of Palo Alto Networks worth $954K as of Q1 2026.
Becker Capital Management sold 58 Palo Alto Networks shares in Q1 2026, an estimated $9.74K.
Palo Alto Networks made up 0.03% of Becker Capital Management's portfolio in Q1 2026, its #173 holding.
Becker Capital Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 13 quarters since.
Becker Capital Management's Palo Alto Networks position peaked at $1.24M in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.