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Colonial Trust Advisors’s Palo Alto Networks PANW Stock Holding History

Colonial Trust 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 		$18.2M Buy
113,705
+3,865
+4% +$649K 1.42% 17
2025
Q4 		$20.2M Buy
109,840
+696
+0.6% +$140K 1.52% 13
2025
Q3 		$22.2M Buy
109,144
+1,231
+1% +$236K 1.71% 13
2025
Q2 		$22.1M Buy
107,913
+579
+0.5% +$108K 1.82% 11
2025
Q1 		$18.3M Sell
107,334
-203
-0.2% -$37.5K 1.63% 15
2024
Q4 		$19.6M Sell
107,537
-1,807
-2% -$341K 1.73% 12
2024
Q3 		$18.7M Buy
109,344
+1,028
+0.9% +$173K 1.62% 15
2024
Q2 		$18.4M Buy
108,316
+1,204
+1% +$180K 1.76% 13
2024
Q1 		$15.2M Buy
107,112
+290
+0.3% +$45.7K 1.5% 17
2023
Q4 		$15.7M Buy
106,822
+84
+0.1% +$11.2K 1.67% 15
2023
Q3 		$12.5M Sell
106,738
-826
-0.8% -$97.7K 1.43% 18
2023
Q2 		$13.7M Sell
107,564
-1,258
-1% -$131K 1.53% 17
2023
Q1 		$10.9M Buy
108,822
+984
+0.9% +$83.4K 1.28% 21
2022
Q4 		$7.52M Buy
107,838
+704
+0.7% +$56.5K 0.92% 32
2022
Q3 		$8.77M Buy
107,134
+3,148
+3% +$273K 1.19% 24
2022
Q2 		$8.56M Sell
103,986
-37,602
-27% -$3.33M 1.2% 24
2022
Q1 		$14.7M Sell
141,588
-2,964
-2% -$265K 1.74% 15
2021
Q4 		$13.4M Sell
144,552
-2,580
-2% -$223K 1.5% 21
2021
Q3 		$11.7M Buy
147,132
+1,122
+0.8% +$78.8K 1.45% 20
2021
Q2 		$9.03M Buy
146,010
+3,792
+3% +$225K 1.1% 23
2021
Q1 		$7.63M Buy
142,218
+1,128
+0.8% +$67K 1% 30
2020
Q4 		$8.36M Buy
141,090
+7,668
+6% +$358K 1.16% 23
2020
Q3 		$5.44M Buy
133,422
+13,566
+11% +$564K 0.86% 34
2020
Q2 		$4.59M Buy
119,856
+35,616
+42% +$1.25M 0.78% 38
2020
Q1 		$2.3M Buy
+84,240
New +$2.94M 0.48% 58

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

Colonial Trust Advisors's PANW Position: Q1 2026 in Review

Colonial Trust Advisors increased its Palo Alto Networks (PANW) stake by 3.5% in Q1 2026, buying an estimated $649K and bringing the position to 113,705 shares worth $18.2M. The position accounts for 1.42% of the portfolio, ranked #17.

Colonial Trust Advisors first reported a position in PANW in Q1 2020 and has held it in 25 quarters since. The position peaked at $22.2M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Colonial Trust Advisors held 113,705 shares of Palo Alto Networks worth $18.2M as of Q1 2026.
  • Colonial Trust Advisors bought 3,865 Palo Alto Networks shares in Q1 2026, an estimated $649K.
  • Palo Alto Networks made up 1.42% of Colonial Trust Advisors's portfolio in Q1 2026, its #17 holding.
  • Colonial Trust Advisors first reported a position in Palo Alto Networks in Q1 2020 and has held it in 25 quarters since.
  • Colonial Trust Advisors's Palo Alto Networks position peaked at $22.2M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.