Congress Asset Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $903K | Sell |
2,648
-2,913
| -52% | -$667K | 0.01% | 307 |
|
|
2026
Q1 | $891K | Sell |
5,561
-540,506
| -99% | -$90.8M | 0.01% | 347 |
|
|
2025
Q4 | $101M | Sell |
546,067
-11,047
| -2% | -$2.23M | 0.71% | 46 |
|
|
2025
Q3 | $113M | Sell |
557,114
-3,782
| -0.7% | -$724K | 0.75% | 43 |
|
|
2025
Q2 | $115M | Sell |
560,896
-7,150
| -1% | -$1.33M | 0.79% | 39 |
|
|
2025
Q1 | $96.9M | Buy |
568,046
+8,501
| +2% | +$1.57M | 0.73% | 49 |
|
|
2024
Q4 | $102M | Buy |
559,545
+4,397
| +0.8% | +$831K | 0.69% | 66 |
|
|
2024
Q3 | $94.9M | Buy |
+555,148
| New | +$93.4M | 0.65% | 71 |
|
|
2017
Q3 | – | Sell |
-31,734
| Closed | -$708K | – | 392 |
|
|
2017
Q2 | $708K | Sell |
31,734
-36,840
| -54% | -$744K | 0.01% | 219 |
|
|
2017
Q1 | $1.29M | Sell |
68,574
-279,924
| -80% | -$6.26M | 0.02% | 188 |
|
|
2016
Q4 | $7.26M | Sell |
348,498
-14,448
| -4% | -$346K | 0.15% | 104 |
|
|
2016
Q3 | $9.64M | Sell |
362,946
-43,452
| -11% | -$990K | 0.21% | 87 |
|
|
2016
Q2 | $8.31M | Sell |
406,398
-72,666
| -15% | -$1.68M | 0.19% | 96 |
|
|
2016
Q1 | $13M | Sell |
479,064
-8,838
| -2% | -$217K | 0.32% | 82 |
|
|
2015
Q4 | $14.3M | Sell |
487,902
-41,592
| -8% | -$1.2M | 0.36% | 83 |
|
|
2015
Q3 | $15.2M | Sell |
529,494
-27,942
| -5% | -$824K | 0.39% | 81 |
|
|
2015
Q2 | $16.2M | Buy |
557,436
+6,294
| +1% | +$168K | 0.47% | 84 |
|
|
2015
Q1 | $13.4M | Sell |
551,142
-22,044
| -4% | -$493K | 0.32% | 84 |
|
|
2014
Q4 | $11.7M | Sell |
573,186
-74,532
| -12% | -$1.37M | 0.3% | 85 |
|
|
2014
Q3 | $10.6M | Sell |
647,718
-3,030
| -0.5% | -$43.5K | 0.27% | 87 |
|
|
2014
Q2 | $9.09M | Sell |
650,748
-4,278
| -0.7% | -$49.9K | 0.23% | 87 |
|
|
2014
Q1 | $7.49M | Sell |
655,026
-19,188
| -3% | -$218K | 0.19% | 91 |
|
|
2013
Q4 | $6.46M | Buy |
674,214
+34,434
| +5% | +$273K | 0.17% | 91 |
|
|
2013
Q3 | $4.89M | Buy |
+639,780
| New | +$5.05M | 0.14% | 110 |
|
Other funds holding PANW
DC
CRM
MJRIC
CNB
HCMG
TCM