Clean Yield Group’s Palo Alto Networks PANW Stock Holding History

Clean Yield Group’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	$2.68M	Buy	16,730 +16,196	+3,033%	+$2.72M	0.76%	48
2025 Q4	$98.4K	Hold	534	–	–	0.03%	174
2025 Q3	$109K	Hold	534	–	–	0.03%	164
2025 Q2	$109K	Hold	534	–	–	0.03%	163
2025 Q1	$91.1K	Hold	534	–	–	0.03%	178
2024 Q4	$97.2K	Hold	534	–	–	0.03%	180
2024 Q3	$91.3K	Buy	534 +12	+2%	+$2.02K	0.03%	187
2024 Q2	$88.5K	Hold	522	–	–	0.03%	179
2024 Q1	$74.2K	Hold	522	–	–	0.03%	199
2023 Q4	$77K	Hold	522	–	–	0.03%	195
2023 Q3	$67.7K	Hold	522	–	–	0.03%	202
2023 Q2	$66.7K	Hold	522	–	–	0.03%	213
2023 Q1	$52.1K	Hold	522	–	–	0.02%	231
2022 Q4	$36.4K	Sell	522 -24	-4%	-$1.93K	0.02%	252
2022 Q3	$45K	Hold	546	–	–	0.02%	229
2022 Q2	$45K	Hold	546	–	–	0.02%	238
2022 Q1	$57K	Buy	546 +72	+15%	+$6.44K	0.02%	243
2021 Q4	$44K	Hold	474	–	–	0.01%	276
2021 Q3	$38K	Hold	474	–	–	0.01%	280
2021 Q2	$29K	Buy	+474	New	+$28.1K	0.01%	294
2021 Q1	–	Sell	-1,092	Closed	-$65K	–	309
2020 Q4	$65K	Hold	1,092	–	–	0.02%	230
2020 Q3	$45K	Hold	1,092	–	–	0.02%	231
2020 Q2	$42K	Hold	1,092	–	–	0.02%	223
2020 Q1	$30K	Buy	+1,092	New	+$38.1K	0.01%	240
2019 Q4	–	Sell	-240	Closed	-$8K	–	359
2019 Q3	$8K	Buy	+240	New	+$8.49K	﹤0.01%	301
2016 Q4	–	Sell	-888	Closed	-$24K	–	235
2016 Q3	$24K	Buy	+888	New	+$20.2K	0.01%	243
2015 Q2	–	Sell	-1,848	Closed	-$45K	–	240
2015 Q1	$45K	Buy	+1,848	New	+$41.4K	0.02%	187

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

Clean Yield Group's PANW Position: Q1 2026 in Review

Clean Yield Group increased its Palo Alto Networks (PANW) stake by 3,033% in Q1 2026, buying an estimated $2.72M and bringing the position to 16,730 shares worth $2.68M. The position accounts for 0.76% of the portfolio, ranked #48.

Clean Yield Group first reported a position in PANW in Q1 2015 and has held it in 27 quarters since. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Clean Yield Group held 16,730 shares of Palo Alto Networks worth $2.68M as of Q1 2026.
Clean Yield Group bought 16,196 Palo Alto Networks shares in Q1 2026, an estimated $2.72M.
Palo Alto Networks made up 0.76% of Clean Yield Group's portfolio in Q1 2026, its #48 holding.
Clean Yield Group first reported a position in Palo Alto Networks in Q1 2015 and has held it in 27 quarters since.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.