Berkeley Capital Partners’s Palo Alto Networks PANW Stock Holding History

Berkeley Capital 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	$884K	Sell	5,517 -136	-2%	-$22.8K	0.21%	97
2025 Q4	$1.04M	Buy	5,653 +37	+0.7%	+$7.46K	0.25%	85
2025 Q3	$1.14M	Sell	5,616 -327	-6%	-$62.6K	0.27%	77
2025 Q2	$1.22M	Sell	5,943 -1	-0%	-$186	0.31%	73
2025 Q1	$1.01M	Buy	5,944 +113	+2%	+$20.9K	0.28%	76
2024 Q4	$1.06M	Buy	5,831 +207	+4%	+$39.1K	0.29%	71
2024 Q3	$961K	Buy	5,624 +154	+3%	+$25.9K	0.27%	85
2024 Q2	$927K	Buy	5,470 +446	+9%	+$66.7K	0.28%	75
2024 Q1	$714K	Buy	5,024 +1,084	+28%	+$171K	0.22%	88
2023 Q4	$581K	Buy	3,940 +226	+6%	+$30.2K	0.19%	97
2023 Q3	$435K	Buy	3,714 +780	+27%	+$92.3K	0.16%	104
2023 Q2	$375K	Buy	2,934 +286	+11%	+$29.8K	0.13%	112
2023 Q1	$264K	Buy	+2,648	New	+$224K	0.1%	129

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

Berkeley Capital Partners's PANW Position: Q1 2026 in Review

Berkeley Capital Partners reduced its Palo Alto Networks (PANW) stake by 2.4% in Q1 2026, selling an estimated $22.8K and leaving 5,517 shares worth $884K. The position accounts for 0.21% of the portfolio, ranked #97.

Berkeley Capital Partners first reported a position in PANW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Berkeley Capital Partners held 5,517 shares of Palo Alto Networks worth $884K as of Q1 2026.
Berkeley Capital Partners sold 136 Palo Alto Networks shares in Q1 2026, an estimated $22.8K.
Palo Alto Networks made up 0.21% of Berkeley Capital Partners's portfolio in Q1 2026, its #97 holding.
Berkeley Capital Partners first reported a position in Palo Alto Networks in Q1 2023 and has held it in 13 quarters since.
Berkeley Capital Partners's Palo Alto Networks position peaked at $1.22M in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.