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Choate Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Choate Investment Advisors’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 		$2.6M Sell
16,235
-891
-5% -$150K 0.05% 138
2025
Q4 		$3.15M Buy
17,126
+689
+4% +$139K 0.06% 120
2025
Q3 		$3.35M Buy
16,437
+3,484
+27% +$667K 0.07% 111
2025
Q2 		$2.65M Buy
12,953
+3,591
+38% +$667K 0.06% 122
2025
Q1 		$1.6M Sell
9,362
-3,144
-25% -$581K 0.04% 148
2024
Q4 		$2.28M Buy
12,506
+4,268
+52% +$806K 0.05% 129
2024
Q3 		$1.41M Buy
8,238
+730
+10% +$123K 0.04% 162
2024
Q2 		$1.27M Sell
7,508
-572
-7% -$85.6K 0.03% 169
2024
Q1 		$1.15M Sell
8,080
-172
-2% -$27.1K 0.03% 185
2023
Q4 		$1.22M Buy
8,252
+2,252
+38% +$301K 0.04% 161
2023
Q3 		$703K Buy
6,000
+648
+12% +$76.7K 0.03% 202
2023
Q2 		$684K Buy
5,352
+2,214
+71% +$230K 0.03% 178
2023
Q1 		$313K Sell
3,138
-120
-4% -$10.2K 0.02% 225
2022
Q4 		$227K Buy
+3,258
New +$262K 0.01% 249
2022
Q2 		– Sell
-2,118
Closed -$220K – 366
2022
Q1 		$220K Sell
2,118
-1,920
-48% -$172K 0.01% 279
2021
Q4 		$375K Sell
4,038
-120
-3% -$10.4K 0.02% 209
2021
Q3 		$332K Sell
4,158
-660
-14% -$46.4K 0.02% 209
2021
Q2 		$298K Sell
4,818
-30
-0.6% -$1.78K 0.02% 228
2021
Q1 		$260K Sell
4,848
-540
-10% -$32.1K 0.02% 233
2020
Q4 		$319K Buy
+5,388
New +$252K 0.02% 199
2019
Q2 		– Sell
-5,358
Closed -$217K – 234
2019
Q1 		$217K Sell
5,358
-1,590
-23% -$59K 0.01% 223
2018
Q4 		$218K Buy
6,948
+918
+15% +$28.6K 0.01% 211
2018
Q3 		$226K Sell
6,030
-1,560
-21% -$56.8K 0.01% 183
2018
Q2 		$260K Sell
7,590
-2,718
-26% -$90.6K 0.02% 203
2018
Q1 		$312K Sell
10,308
-2,010
-16% -$55.8K 0.02% 200
2017
Q4 		$298K Sell
12,318
-3,030
-20% -$73.7K 0.02% 206
2017
Q3 		$369K Sell
15,348
-210
-1% -$4.78K 0.02% 195
2017
Q2 		$347K Sell
15,558
-1,740
-10% -$35.2K 0.02% 193
2017
Q1 		$325K Sell
17,298
-1,830
-10% -$40.9K 0.02% 200
2016
Q4 		$399K Buy
19,128
+4,680
+32% +$112K 0.03% 172
2016
Q3 		$384K Hold
14,448
– – 0.03% 178
2016
Q2 		$295K Hold
14,448
– – 0.02% 191
2016
Q1 		$393K Sell
14,448
-24,690
-63% -$607K 0.03% 168
2015
Q4 		$800K Buy
39,138
+16,860
+76% +$486K 0.06% 132
2015
Q3 		$639K Sell
22,278
-540
-2% -$15.9K 0.04% 134
2015
Q2 		$664K Sell
22,818
-13,950
-38% -$372K 0.04% 136
2015
Q1 		$895K Sell
36,768
-2,370
-6% -$53.1K 0.05% 126
2014
Q4 		$800K Sell
39,138
-210
-0.5% -$3.87K 0.05% 131
2014
Q3 		$643K Buy
39,348
+7,242
+23% +$104K 0.04% 155
2014
Q2 		$449K Sell
32,106
-51,954
-62% -$606K 0.03% 189
2014
Q1 		$961K Buy
84,060
+24,444
+41% +$277K 0.06% 128
2013
Q4 		$571K Sell
59,616
-325,338
-85% -$2.58M 0.04% 164
2013
Q3 		$2.94M Buy
384,954
+120,636
+46% +$951K 0.22% 65
2013
Q2 		$1.86M Buy
+264,318
New +$2.2M 0.15% 87

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

Choate Investment Advisors's PANW Position: Q1 2026 in Review

Choate Investment Advisors reduced its Palo Alto Networks (PANW) stake by 5.2% in Q1 2026, selling an estimated $150K and leaving 16,235 shares worth $2.6M. The position accounts for 0.05% of the portfolio, ranked #138.

Choate Investment Advisors first reported a position in PANW in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.35M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Choate Investment Advisors held 16,235 shares of Palo Alto Networks worth $2.6M as of Q1 2026.
  • Choate Investment Advisors sold 891 Palo Alto Networks shares in Q1 2026, an estimated $150K.
  • Palo Alto Networks made up 0.05% of Choate Investment Advisors's portfolio in Q1 2026, its #138 holding.
  • Choate Investment Advisors first reported a position in Palo Alto Networks in Q2 2013 and has held it in 44 quarters since.
  • Choate Investment Advisors's Palo Alto Networks position peaked at $3.35M in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.