Carroll Investors’s Palo Alto Networks PANW Stock Holding History

Carroll Investors’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	$9.43M	Buy	58,834 +989	+2%	+$166K	5.04%	8
2025 Q4	$10.7M	Buy	57,845 +171	+0.3%	+$34.5K	5.09%	7
2025 Q3	$11.7M	Sell	57,674 -164	-0.3%	-$31.4K	5.69%	6
2025 Q2	$11.8M	Buy	57,838 +355	+0.6%	+$65.9K	6.26%	7
2025 Q1	$9.82M	Buy	57,483 +809	+1%	+$150K	6.54%	7
2024 Q4	$10.3M	Buy	56,674 +54	+0.1%	+$10.2K	5.82%	7
2024 Q3	$9.67M	Buy	56,620 +3,312	+6%	+$557K	6.33%	6
2024 Q2	$9.04M	Buy	53,308 +1,176	+2%	+$176K	6.33%	8
2024 Q1	$7.4M	Sell	52,132 -272	-0.5%	-$42.9K	5.57%	9
2023 Q4	$7.73M	Buy	52,404 +1,558	+3%	+$208K	6.41%	9
2023 Q3	$5.96M	Buy	50,846 +3,310	+7%	+$392K	5.29%	6
2023 Q2	$6.07M	Buy	47,536 +1,278	+3%	+$133K	4.55%	7
2023 Q1	$4.61M	Buy	46,258 +7,928	+21%	+$672K	3.76%	10
2022 Q4	$2.68M	Buy	38,330 +35,504	+1,256%	+$2.85M	2.84%	11
2022 Q3	$233K	Buy	+2,826	New	+$245K	0.19%	37

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

Carroll Investors's PANW Position: Q1 2026 in Review

Carroll Investors increased its Palo Alto Networks (PANW) stake by 1.7% in Q1 2026, buying an estimated $166K and bringing the position to 58,834 shares worth $9.43M. The position accounts for 5.04% of the portfolio, ranked #8.

Carroll Investors first reported a position in PANW in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.8M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Carroll Investors held 58,834 shares of Palo Alto Networks worth $9.43M as of Q1 2026.
Carroll Investors bought 989 Palo Alto Networks shares in Q1 2026, an estimated $166K.
Palo Alto Networks made up 5.04% of Carroll Investors's portfolio in Q1 2026, its #8 holding.
Carroll Investors first reported a position in Palo Alto Networks in Q3 2022 and has held it in 15 quarters since.
Carroll Investors's Palo Alto Networks position peaked at $11.8M in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.