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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
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 $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

Calton & Associates's PANW Position: Q1 2026 in Review

Calton & Associates reduced its Palo Alto Networks (PANW) stake by 0.72% in Q1 2026, selling an estimated $2.86K and leaving 2,360 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #280.

Calton & Associates first reported a position in PANW in Q3 2023 and has held it in 8 quarters since. The position peaked at $511K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Calton & Associates held 2,360 shares of Palo Alto Networks worth $378K as of Q1 2026.
  • Calton & Associates sold 17 Palo Alto Networks shares in Q1 2026, an estimated $2.86K.
  • Palo Alto Networks made up 0.05% of Calton & Associates's portfolio in Q1 2026, its #280 holding.
  • Calton & Associates first reported a position in Palo Alto Networks in Q3 2023 and has held it in 8 quarters since.
  • Calton & Associates's Palo Alto Networks position peaked at $511K in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.