Callan Family Office’s Palo Alto Networks PANW Stock Holding History

Callan Family Office’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	$4.92M	Sell	30,680 -1,398	-4%	-$235K	0.11%	194
2025 Q4	$5.91M	Buy	32,078 +793	+3%	+$160K	0.13%	171
2025 Q3	$6.37M	Buy	31,285 +249	+0.8%	+$47.7K	0.2%	117
2025 Q2	$6.35M	Buy	31,036 +27,046	+678%	+$5.02M	0.2%	122
2025 Q1	$681K	Sell	3,990 -20,727	-84%	-$3.83M	0.05%	269
2024 Q4	$4.5M	Buy	24,717 +22,225	+892%	+$4.2M	0.29%	69
2024 Q3	$426K	Buy	+2,492	New	+$419K	0.07%	112

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

Callan Family Office's PANW Position: Q1 2026 in Review

Callan Family Office reduced its Palo Alto Networks (PANW) stake by 4.4% in Q1 2026, selling an estimated $235K and leaving 30,680 shares worth $4.92M. The position accounts for 0.11% of the portfolio, ranked #194.

Callan Family Office first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.37M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Callan Family Office held 30,680 shares of Palo Alto Networks worth $4.92M as of Q1 2026.
Callan Family Office sold 1,398 Palo Alto Networks shares in Q1 2026, an estimated $235K.
Palo Alto Networks made up 0.11% of Callan Family Office's portfolio in Q1 2026, its #194 holding.
Callan Family Office first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
Callan Family Office's Palo Alto Networks position peaked at $6.37M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.