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Benchmark Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Benchmark Investment Advisors’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 		$2.88M Buy
+17,969
New +$3.02M 1.67% 25
2025
Q3 		$3.72M Buy
+18,286
New +$3.5M 2.16% 12
2025
Q1 		$3.84M Buy
22,508
+5,465
+32% +$1.01M 2.49% 10
2024
Q4 		$3.1M Buy
17,043
+321
+2% +$60.6K 2.02% 13
2024
Q3 		$2.86M Buy
16,722
+176
+1% +$29.6K 2.04% 12
2024
Q2 		$2.8M Buy
16,546
+62
+0.4% +$9.27K 2.03% 14
2024
Q1 		$2.34M Sell
16,484
-856
-5% -$135K 1.85% 15
2023
Q4 		$2.56M Buy
17,340
+2,000
+13% +$267K 2.37% 7
2023
Q3 		$1.8M Buy
15,340
+868
+6% +$103K 1.82% 16
2023
Q2 		$1.85M Buy
14,472
+3,394
+31% +$353K 1.71% 19
2023
Q1 		$1.11M Sell
11,078
-1,130
-9% -$95.8K 1.14% 29
2022
Q4 		$852K Sell
12,208
-250
-2% -$20.1K 0.9% 39
2022
Q3 		$1.02M Buy
12,458
+332
+3% +$28.8K 1.1% 31
2022
Q2 		$998K Sell
12,126
-4,986
-29% -$442K 1.04% 32
2022
Q1 		$1.77M Sell
17,112
-246
-1% -$22K 1.33% 23
2021
Q4 		$1.61M Buy
+17,358
New +$1.5M 1.33% 24

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benchmark Investment Advisors's PANW Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Palo Alto Networks (PANW) in Q1 2026: 17,969 shares worth $2.88M. The stake represents 1.67% of the portfolio and ranks #25 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in PANW as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in PANW in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.84M in Q1 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Benchmark Investment Advisors held 17,969 shares of Palo Alto Networks worth $2.88M as of Q1 2026.
  • Palo Alto Networks was a new Benchmark Investment Advisors position in Q1 2026.
  • Palo Alto Networks made up 1.67% of Benchmark Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Benchmark Investment Advisors first reported a position in Palo Alto Networks in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's Palo Alto Networks position peaked at $3.84M in Q1 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.