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Calton & Associates’s Palo Alto Networks PANW Stock Holding History

Calton & 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
Q2 		$718K Sell
2,106
-254
-11% -$58.1K 0.11% 177
2026
Q1 		$378K Sell
2,360
-17
-0.7% -$2.86K 0.05% 280
2025
Q4 		$438K Sell
2,377
-134
-5% -$27K 0.06% 261
2025
Q3 		$511K Buy
2,511
+328
+15% +$62.8K 0.08% 234
2025
Q2 		$447K Buy
2,183
+83
+4% +$15.4K 0.08% 220
2025
Q1 		$358K Buy
+2,100
New +$388K 0.08% 219
2024
Q4 		– Sell
-2,188
Closed -$374K – 257
2024
Q3 		$374K Buy
2,188
+814
+59% +$137K 0.14% 146
2024
Q2 		$233K Buy
+1,374
New +$206K 0.12% 162
2023
Q4 		– Sell
-2,086
Closed -$245K – 271
2023
Q3 		$245K Buy
+2,086
New +$247K 0.36% 76

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Calton & Associates's PANW Position: Q2 2026 in Review

Calton & Associates reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $58.1K and leaving 2,106 shares worth $718K. The position accounts for 0.11% of the portfolio, ranked #177.

Calton & Associates first reported a position in PANW in Q3 2023 and has held it in 9 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Calton & Associates held 2,106 shares of Palo Alto Networks worth $718K as of Q2 2026.
  • Calton & Associates sold 254 Palo Alto Networks shares in Q2 2026, an estimated $58.1K.
  • Palo Alto Networks made up 0.11% of Calton & Associates's portfolio in Q2 2026, its #177 holding.
  • Calton & Associates first reported a position in Palo Alto Networks in Q3 2023 and has held it in 9 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.