Berkshire Capital Holdings’s Palo Alto Networks PANW Stock Holding History

Berkshire Capital Holdings’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	$6.73K	Buy	42 +22	+110%	+$3.7K	﹤0.01%	27
2025 Q4	$3.68K	Hold	20	–	–	﹤0.01%	37
2025 Q3	$4.07K	Hold	20	–	–	﹤0.01%	37
2025 Q2	$4.09K	Hold	20	–	–	﹤0.01%	39
2025 Q1	$3.41K	Hold	20	–	–	﹤0.01%	36
2024 Q4	$3.64K	Hold	20	–	–	﹤0.01%	39
2024 Q3	$3.42K	Hold	20	–	–	﹤0.01%	37
2024 Q2	$3.39K	Hold	20	–	–	﹤0.01%	37
2024 Q1	$2.84K	Hold	20	–	–	﹤0.01%	38
2023 Q4	$2.95K	Sell	20 -17,600	-100%	-$2.35M	﹤0.01%	37
2023 Q3	$2.07M	Buy	17,620 +17,560	+29,267%	+$2.08M	1.01%	21
2023 Q2	$7.67K	Hold	60	–	–	﹤0.01%	24
2023 Q1	$5.99K	Hold	60	–	–	﹤0.01%	25
2022 Q4	$4.19K	Hold	60	–	–	﹤0.01%	27
2022 Q3	$5K	Hold	60	–	–	﹤0.01%	26
2022 Q2	$5K	Sell	60 -217,680	-100%	-$19.3M	﹤0.01%	26
2022 Q1	$22.6M	Sell	217,740 -161,340	-43%	-$14.4M	4.61%	5
2021 Q4	$35.2M	Buy	379,080 +92,280	+32%	+$7.98M	4.7%	6
2021 Q3	$22.9M	Buy	286,800 +286,740	+477,900%	+$20.1M	3.07%	16
2021 Q2	$4K	Buy	+60	New	+$3.56K	﹤0.01%	44
2019 Q3	–	Sell	-60	Closed	-$2K	–	47
2019 Q2	$2K	Sell	60 -268,080	-100%	-$10M	﹤0.01%	33
2019 Q1	$10.9M	Sell	268,140 -88,140	-25%	-$3.27M	4.67%	12
2018 Q4	$11.2M	Buy	356,280 +356,220	+593,700%	+$11.1M	7.46%	4
2018 Q3	$2K	Sell	60 -186,000	-100%	-$6.77M	﹤0.01%	24
2018 Q2	$6.37M	Buy	+186,060	New	+$6.2M	4.12%	11

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Berkshire Capital Holdings's PANW Position: Q1 2026 in Review

Berkshire Capital Holdings increased its Palo Alto Networks (PANW) stake by 110% in Q1 2026, buying an estimated $3.7K and bringing the position to 42 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #27.

Berkshire Capital Holdings first reported a position in PANW in Q2 2018 and has held it in 25 quarters since. The position peaked at $35.2M in Q4 2021. 2,470 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Berkshire Capital Holdings held 42 shares of Palo Alto Networks worth $6.73K as of Q1 2026.
Berkshire Capital Holdings bought 22 Palo Alto Networks shares in Q1 2026, an estimated $3.7K.
Palo Alto Networks made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #27 holding.
Berkshire Capital Holdings first reported a position in Palo Alto Networks in Q2 2018 and has held it in 25 quarters since.
Berkshire Capital Holdings's Palo Alto Networks position peaked at $35.2M in Q4 2021.
2,470 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.