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

Costello 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 Q1	$460K	Sell	2,867 -450	-14%	-$75.6K	0.16%	73
2025 Q4	$611K	Buy	3,317 +1,290	+64%	+$260K	0.2%	58
2025 Q3	$413K	Buy	2,027 +435	+27%	+$83.3K	0.14%	77
2025 Q2	$326K	Buy	1,592 +742	+87%	+$138K	0.12%	83
2025 Q1	$145K	Buy	850 +788	+1,271%	+$146K	0.06%	119
2024 Q4	$11.3K	Hold	62	–	–	0.01%	136
2024 Q3	$10.6K	Buy	62 +12	+24%	+$2.02K	0.01%	142
2024 Q2	$8.47K	Sell	50 -650	-93%	-$97.2K	0.01%	136
2024 Q1	$99.4K	Buy	+700	New	+$110K	0.07%	75

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

Costello Asset Management's PANW Position: Q1 2026 in Review

Costello Asset Management reduced its Palo Alto Networks (PANW) stake by 14% in Q1 2026, selling an estimated $75.6K and leaving 2,867 shares worth $460K. The position accounts for 0.16% of the portfolio, ranked #73.

Costello Asset Management first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $611K in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Costello Asset Management held 2,867 shares of Palo Alto Networks worth $460K as of Q1 2026.
Costello Asset Management sold 450 Palo Alto Networks shares in Q1 2026, an estimated $75.6K.
Palo Alto Networks made up 0.16% of Costello Asset Management's portfolio in Q1 2026, its #73 holding.
Costello Asset Management first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
Costello Asset Management's Palo Alto Networks position peaked at $611K in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.