Concord Asset Management (Virginia)’s Palo Alto Networks PANW Stock Holding History

Concord Asset Management (Virginia)’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	$1.55M	Buy	9,668 +1,014	+12%	+$170K	0.26%	79
2025 Q4	$1.59M	Buy	8,654 +359	+4%	+$72.4K	0.28%	78
2025 Q3	$1.69M	Buy	8,295 +2,123	+34%	+$406K	0.31%	75
2025 Q2	$1.26M	Buy	6,172 +95	+2%	+$17.6K	0.19%	114
2025 Q1	$1.02M	Buy	6,077 +605	+11%	+$112K	0.23%	94
2024 Q4	$996K	Buy	5,472 +398	+8%	+$75.2K	0.22%	83
2024 Q3	$867K	Buy	5,074 +450	+10%	+$75.7K	0.2%	80
2024 Q2	$784K	Buy	4,624 +602	+15%	+$90K	0.19%	88
2024 Q1	$571K	Buy	4,022 +516	+15%	+$81.4K	0.15%	98
2023 Q4	$517K	Buy	3,506 +1,246	+55%	+$167K	0.15%	91
2023 Q3	$265K	Buy	+2,260	New	+$267K	0.09%	111

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

Concord Asset Management (Virginia)'s PANW Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Palo Alto Networks (PANW) stake by 12% in Q1 2026, buying an estimated $170K and bringing the position to 9,668 shares worth $1.55M. The position accounts for 0.26% of the portfolio, ranked #79.

Concord Asset Management (Virginia) first reported a position in PANW in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Concord Asset Management (Virginia) held 9,668 shares of Palo Alto Networks worth $1.55M as of Q1 2026.
Concord Asset Management (Virginia) bought 1,014 Palo Alto Networks shares in Q1 2026, an estimated $170K.
Palo Alto Networks made up 0.26% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #79 holding.
Concord Asset Management (Virginia) first reported a position in Palo Alto Networks in Q3 2023 and has held it in 11 quarters since.
Concord Asset Management (Virginia)'s Palo Alto Networks position peaked at $1.69M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.