Brandywine Managers’s Palo Alto Networks PANW Stock Holding History

Brandywine Managers’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	$752K	Buy	+4,689	New	+$788K	0.44%	21
2024 Q2	–	Sell	-8,150	Closed	-$1.16M	–	39
2024 Q1	$1.16M	Buy	8,150 +740	+10%	+$117K	1.14%	11
2023 Q4	$1.09M	Hold	7,410	–	–	1.2%	10
2023 Q3	$869K	Hold	7,410	–	–	1.47%	11
2023 Q2	$947K	Hold	7,410	–	–	0.63%	21
2023 Q1	$740K	Hold	7,410	–	–	0.53%	24
2022 Q4	$517K	Hold	7,410	–	–	1.81%	19
2022 Q3	$607K	Hold	7,410	–	–	2%	19
2022 Q2	$610K	Hold	7,410	–	–	1.49%	19
2022 Q1	$769K	Hold	7,410	–	–	1.33%	19
2021 Q4	$688K	Hold	7,410	–	–	0.78%	29
2021 Q3	$592K	Hold	7,410	–	–	0.62%	33
2021 Q2	$458K	Hold	7,410	–	–	0.52%	36
2021 Q1	$398K	Buy	7,410 +810	+12%	+$48.1K	0.53%	36
2020 Q4	$391K	Hold	6,600	–	–	0.54%	32
2020 Q3	$269K	Hold	6,600	–	–	0.51%	32
2020 Q2	$253K	Buy	+6,600	New	+$233K	1.04%	33
2020 Q1	–	Sell	-6,600	Closed	-$254K	–	45
2019 Q4	$254K	Hold	6,600	–	–	0.08%	40
2019 Q3	$224K	Hold	6,600	–	–	0.07%	43
2019 Q2	$224K	Hold	6,600	–	–	0.08%	45
2019 Q1	$267K	Hold	6,600	–	–	0.11%	44
2018 Q4	$207K	Hold	6,600	–	–	0.1%	44
2018 Q3	$248K	Hold	6,600	–	–	0.11%	31
2018 Q2	$226K	Buy	+6,600	New	+$220K	0.09%	33

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

Brandywine Managers's PANW Position: Q1 2026 in Review

Brandywine Managers opened a new position in Palo Alto Networks (PANW) in Q1 2026: 4,689 shares worth $752K. The stake represents 0.44% of the portfolio and ranks #21 among its holdings. This is a return to the name: Brandywine Managers previously reported a position in PANW as recently as Q1 2024.

Brandywine Managers first reported a position in PANW in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.16M in Q1 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Brandywine Managers held 4,689 shares of Palo Alto Networks worth $752K as of Q1 2026.
Palo Alto Networks was a new Brandywine Managers position in Q1 2026.
Palo Alto Networks made up 0.44% of Brandywine Managers's portfolio in Q1 2026, its #21 holding.
Brandywine Managers first reported a position in Palo Alto Networks in Q2 2018 and has held it in 24 quarters since.
Brandywine Managers's Palo Alto Networks position peaked at $1.16M in Q1 2024.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Brandywine Managers's 13F filing for Q1 2026, filed 14 May 2026.