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Caldwell Trust’s Palo Alto Networks PANW Stock Holding History

Caldwell Trust’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 		$2.42M Buy
15,080
+112
+0.7% +$18.8K 0.22% 96
2025
Q4 		$2.76M Sell
14,968
-97
-0.6% -$19.6K 0.25% 84
2025
Q3 		$3.07M Buy
15,065
+76
+0.5% +$14.5K 0.29% 76
2025
Q2 		$3.07M Sell
14,989
-106
-0.7% -$19.7K 0.31% 73
2025
Q1 		$2.58M Buy
15,095
+1,040
+7% +$192K 0.28% 83
2024
Q4 		$2.56M Sell
14,055
-2,267
-14% -$428K 0.27% 81
2024
Q3 		$2.79M Buy
16,322
+276
+2% +$46.5K 0.29% 73
2024
Q2 		$2.72M Buy
16,046
+1,022
+7% +$153K 0.3% 74
2024
Q1 		$2.13M Buy
15,024
+2,346
+19% +$370K 0.25% 87
2023
Q4 		$1.87M Buy
12,678
+514
+4% +$68.7K 0.24% 94
2023
Q3 		$1.43M Sell
12,164
-208
-2% -$24.6K 0.19% 111
2023
Q2 		$1.58M Buy
12,372
+786
+7% +$81.8K 0.21% 105
2023
Q1 		$1.16M Sell
11,586
-518
-4% -$43.9K 0.16% 125
2022
Q4 		$844K Buy
12,104
+96
+0.8% +$7.71K 0.12% 148
2022
Q3 		$983K Buy
12,008
+878
+8% +$76K 0.15% 128
2022
Q2 		$916K Buy
11,130
+546
+5% +$48.4K 0.13% 139
2022
Q1 		$1.1M Buy
10,584
+348
+3% +$31.1K 0.13% 137
2021
Q4 		$950K Buy
10,236
+1,770
+21% +$153K 0.11% 144
2021
Q3 		$676K Buy
8,466
+2,754
+48% +$193K 0.09% 171
2021
Q2 		$353K Buy
5,712
+1,638
+40% +$97K 0.05% 224
2021
Q1 		$219K Buy
4,074
+900
+28% +$53.5K 0.03% 258
2020
Q4 		$188K Hold
3,174
– – 0.03% 261
2020
Q3 		$129K Sell
3,174
-198
-6% -$8.24K 0.02% 295
2020
Q2 		$129K Hold
3,372
– – 0.02% 295
2020
Q1 		$92.1K Sell
3,372
-30
-0.9% -$1.05K 0.02% 332
2019
Q4 		$131K Buy
+3,402
New +$129K 0.02% 328

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

Caldwell Trust's PANW Position: Q1 2026 in Review

Caldwell Trust increased its Palo Alto Networks (PANW) stake by 0.75% in Q1 2026, buying an estimated $18.8K and bringing the position to 15,080 shares worth $2.42M. The position accounts for 0.22% of the portfolio, ranked #96.

Caldwell Trust first reported a position in PANW in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.07M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Caldwell Trust held 15,080 shares of Palo Alto Networks worth $2.42M as of Q1 2026.
  • Caldwell Trust bought 112 Palo Alto Networks shares in Q1 2026, an estimated $18.8K.
  • Palo Alto Networks made up 0.22% of Caldwell Trust's portfolio in Q1 2026, its #96 holding.
  • Caldwell Trust first reported a position in Palo Alto Networks in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Palo Alto Networks position peaked at $3.07M in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.