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Braun Stacey Associates’s Palo Alto Networks PANW Stock Holding History

Braun Stacey Associates’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 		$18.8M Sell
117,088
-4,798
-4% -$806K 0.62% 70
2025
Q4 		$22.5M Sell
121,886
-395
-0.3% -$79.7K 0.73% 59
2025
Q3 		$24.9M Sell
122,281
-10,887
-8% -$2.08M 0.82% 50
2025
Q2 		$27.3M Sell
133,168
-11,394
-8% -$2.12M 0.99% 33
2025
Q1 		$24.7M Sell
144,562
-5,455
-4% -$1.01M 1.01% 36
2024
Q4 		$27.3M Sell
150,017
-3,037
-2% -$574K 1.02% 33
2024
Q3 		$26.2M Sell
153,054
-15,026
-9% -$2.53M 0.99% 35
2024
Q2 		$28.5M Sell
168,080
-9,488
-5% -$1.42M 1.1% 24
2024
Q1 		$25.2M Sell
177,568
-48,568
-21% -$7.66M 1% 35
2023
Q4 		$33.3M Sell
226,136
-24,294
-10% -$3.25M 1.49% 14
2023
Q3 		$29.4M Sell
250,430
-8,700
-3% -$1.03M 1.43% 13
2023
Q2 		$33.1M Sell
259,130
-276,702
-52% -$28.8M 1.54% 8
2023
Q1 		$53.5M Buy
535,832
+269,022
+101% +$22.8M 1.4% 9
2022
Q4 		$18.6M Sell
266,810
-4,538
-2% -$364K 1.06% 40
2022
Q3 		$22.2M Buy
271,348
+20,410
+8% +$1.77M 1.35% 12
2022
Q2 		$20.7M Buy
250,938
+79,596
+46% +$7.06M 1.18% 19
2022
Q1 		$17.8M Buy
+171,342
New +$15.3M 0.74% 67
2016
Q2 		– Sell
-451,758
Closed -$12.3M – 152
2016
Q1 		$12.3M Sell
451,758
-23,964
-5% -$589K 0.8% 68
2015
Q4 		$14M Buy
475,722
+140,484
+42% +$4.05M 0.88% 68
2015
Q3 		$9.61M Buy
+335,238
New +$9.89M 0.64% 85

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

Braun Stacey Associates's PANW Position: Q1 2026 in Review

Braun Stacey Associates reduced its Palo Alto Networks (PANW) stake by 3.9% in Q1 2026, selling an estimated $806K and leaving 117,088 shares worth $18.8M. The position accounts for 0.62% of the portfolio, ranked #70.

Braun Stacey Associates first reported a position in PANW in Q3 2015 and has held it in 20 quarters since. The position peaked at $53.5M in Q1 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Braun Stacey Associates held 117,088 shares of Palo Alto Networks worth $18.8M as of Q1 2026.
  • Braun Stacey Associates sold 4,798 Palo Alto Networks shares in Q1 2026, an estimated $806K.
  • Palo Alto Networks made up 0.62% of Braun Stacey Associates's portfolio in Q1 2026, its #70 holding.
  • Braun Stacey Associates first reported a position in Palo Alto Networks in Q3 2015 and has held it in 20 quarters since.
  • Braun Stacey Associates's Palo Alto Networks position peaked at $53.5M in Q1 2023.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.