Cladis Investment Advisory’s Palo Alto Networks PANW Stock Holding History

Cladis Investment Advisory’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	$580K	Buy	3,620 +70	+2%	+$11.8K	0.32%	91
2025 Q4	$654K	Hold	3,550	–	–	0.36%	82
2025 Q3	$723K	Hold	3,550	–	–	0.41%	70
2025 Q2	$726K	Sell	3,550 -200	-5%	-$37.1K	0.46%	66
2025 Q1	$640K	Sell	3,750 -10	-0.3%	-$1.85K	0.46%	66
2024 Q4	$684K	Sell	3,760 -270	-7%	-$51K	0.49%	63
2024 Q3	$689K	Sell	4,030 -200	-5%	-$33.7K	0.48%	63
2024 Q2	$717K	Buy	4,230 +740	+21%	+$111K	0.52%	58
2024 Q1	$496K	Buy	+3,490	New	+$551K	0.36%	80

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

Cladis Investment Advisory's PANW Position: Q1 2026 in Review

Cladis Investment Advisory increased its Palo Alto Networks (PANW) stake by 2% in Q1 2026, buying an estimated $11.8K and bringing the position to 3,620 shares worth $580K. The position accounts for 0.32% of the portfolio, ranked #91.

Cladis Investment Advisory first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $726K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Cladis Investment Advisory held 3,620 shares of Palo Alto Networks worth $580K as of Q1 2026.
Cladis Investment Advisory bought 70 Palo Alto Networks shares in Q1 2026, an estimated $11.8K.
Palo Alto Networks made up 0.32% of Cladis Investment Advisory's portfolio in Q1 2026, its #91 holding.
Cladis Investment Advisory first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
Cladis Investment Advisory's Palo Alto Networks position peaked at $726K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.