Congress Asset Management’s Palo Alto Networks PANW Stock Holding History

Congress Asset 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 Q3	$979K	Sell	2,464 -184	-7%	-$65.5K	0.01%	326
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management's PANW Position: Q3 2026 in Review

Congress Asset Management reduced its Palo Alto Networks (PANW) stake by 6.9% in Q3 2026, selling an estimated $65.5K and leaving 2,464 shares worth $979K. The position accounts for 0.01% of the portfolio, ranked #326.

Congress Asset Management first reported a position in PANW in Q3 2013 and has held it in 25 quarters since. The position peaked at $115M in Q2 2025. 158 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Congress Asset Management held 2,464 shares of Palo Alto Networks worth $979K as of Q3 2026.
Congress Asset Management sold 184 Palo Alto Networks shares in Q3 2026, an estimated $65.5K.
Palo Alto Networks made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #326 holding.
Congress Asset Management first reported a position in Palo Alto Networks in Q3 2013 and has held it in 25 quarters since.
Congress Asset Management's Palo Alto Networks position peaked at $115M in Q2 2025.
158 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.