Coldstream Capital Management’s Palo Alto Networks PANW Stock Holding History

Coldstream Capital Management’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	$2.8M	Buy	17,436 +2,163	+14%	+$363K	0.03%	217
2025 Q4	$2.81M	Buy	15,273 +352	+2%	+$71K	0.04%	210
2025 Q3	$3.04M	Sell	14,921 -536	-3%	-$103K	0.04%	207
2025 Q2	$3.16M	Buy	15,457 +640	+4%	+$119K	0.05%	189
2025 Q1	$2.53M	Sell	14,817 -329	-2%	-$60.8K	0.05%	205
2024 Q4	$2.76M	Sell	15,146 -40	-0.3%	-$7.56K	0.06%	186
2024 Q3	$2.69M	Buy	15,186 +4,762	+46%	+$802K	0.06%	184
2024 Q2	$1.77M	Buy	10,424 +482	+5%	+$72.1K	0.04%	231
2024 Q1	$1.41M	Buy	9,942 +2,136	+27%	+$337K	0.04%	257
2023 Q4	$1.15M	Buy	7,806 +3,754	+93%	+$502K	0.03%	267
2023 Q3	$475K	Buy	4,052 +1,504	+59%	+$178K	0.02%	447
2023 Q2	$326K	Buy	2,548 +340	+15%	+$35.4K	0.01%	594
2023 Q1	$221K	Buy	+2,208	New	+$187K	0.01%	748
2014 Q4	–	Sell	-540,000	Closed	-$8.83M	–	213
2014 Q3	$8.83M	Buy	+540,000	New	+$7.75M	2.51%	9

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

Coldstream Capital Management's PANW Position: Q1 2026 in Review

Coldstream Capital Management increased its Palo Alto Networks (PANW) stake by 14% in Q1 2026, buying an estimated $363K and bringing the position to 17,436 shares worth $2.8M. The position accounts for 0.03% of the portfolio, ranked #217.

Coldstream Capital Management first reported a position in PANW in Q3 2014 and has held it in 14 quarters since. The position peaked at $8.83M in Q3 2014. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Coldstream Capital Management held 17,436 shares of Palo Alto Networks worth $2.8M as of Q1 2026.
Coldstream Capital Management bought 2,163 Palo Alto Networks shares in Q1 2026, an estimated $363K.
Palo Alto Networks made up 0.03% of Coldstream Capital Management's portfolio in Q1 2026, its #217 holding.
Coldstream Capital Management first reported a position in Palo Alto Networks in Q3 2014 and has held it in 14 quarters since.
Coldstream Capital Management's Palo Alto Networks position peaked at $8.83M in Q3 2014.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.