Chapin Davis’s Palo Alto Networks PANW Stock Holding History

Chapin Davis’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 Q3	$222K	Buy	+558	New	+$199K	0.04%	230
2025 Q3	–	Sell	-2,802	Closed	-$573K	–	257
2025 Q2	$573K	Hold	2,802	–	–	0.16%	126
2025 Q1	$478K	Buy	2,802 +1,219	+77%	+$225K	0.16%	126
2024 Q4	$541K	Sell	1,583 -1,583	-50%	-$299K	0.18%	121
2024 Q3	$541K	Sell	3,166 -1,000	-24%	-$168K	0.18%	122
2024 Q2	$706K	Buy	4,166 +420	+11%	+$62.8K	0.24%	92
2024 Q1	$532K	Sell	3,746 -2,444	-39%	-$386K	0.19%	121
2023 Q4	$913K	Buy	+6,190	New	+$828K	0.38%	66

Other funds holding PANW

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Chapin Davis's PANW Position: Q3 2026 in Review

Chapin Davis opened a new position in Palo Alto Networks (PANW) in Q3 2026: 558 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #230 among its holdings. This is a return to the name: Chapin Davis previously reported a position in PANW as recently as Q2 2025.

Chapin Davis first reported a position in PANW in Q4 2023 and has held it in 8 quarters since. The position peaked at $913K in Q4 2023. 951 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Chapin Davis held 558 shares of Palo Alto Networks worth $222K as of Q3 2026.
Palo Alto Networks was a new Chapin Davis position in Q3 2026.
Palo Alto Networks made up 0.04% of Chapin Davis's portfolio in Q3 2026, its #230 holding.
Chapin Davis first reported a position in Palo Alto Networks in Q4 2023 and has held it in 8 quarters since.
Chapin Davis's Palo Alto Networks position peaked at $913K in Q4 2023.
951 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.