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

Cozad 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	$1.34M	Sell	8,354 -1,146	-12%	-$193K	0.11%	187
2025 Q4	$1.75M	Buy	9,500 +555	+6%	+$112K	0.14%	157
2025 Q3	$1.82M	Buy	8,945 +1,327	+17%	+$254K	0.14%	153
2025 Q2	$1.56M	Sell	7,618 -490	-6%	-$91K	0.14%	159
2025 Q1	$1.38M	Sell	8,108 -3,487	-30%	-$645K	0.14%	157
2024 Q4	$2.11M	Buy	11,595 +843	+8%	+$159K	0.2%	123
2024 Q3	$1.84M	Sell	10,752 -1,052	-9%	-$177K	0.18%	135
2024 Q2	$2M	Buy	11,804 +1,034	+10%	+$155K	0.2%	122
2024 Q1	$1.53M	Sell	10,770 -196	-2%	-$30.9K	0.16%	149
2023 Q4	$1.62M	Buy	10,966 +862	+9%	+$115K	0.19%	132
2023 Q3	$1.18M	Buy	10,104 +6,972	+223%	+$825K	0.15%	156
2023 Q2	$400K	Buy	3,132 +856	+38%	+$89.1K	0.05%	268
2023 Q1	$227K	Buy	+2,276	New	+$193K	0.03%	338

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

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

Cozad Asset Management reduced its Palo Alto Networks (PANW) stake by 12% in Q1 2026, selling an estimated $193K and leaving 8,354 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #187.

Cozad Asset Management first reported a position in PANW in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.11M in Q4 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Cozad Asset Management held 8,354 shares of Palo Alto Networks worth $1.34M as of Q1 2026.
Cozad Asset Management sold 1,146 Palo Alto Networks shares in Q1 2026, an estimated $193K.
Palo Alto Networks made up 0.11% of Cozad Asset Management's portfolio in Q1 2026, its #187 holding.
Cozad Asset Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 13 quarters since.
Cozad Asset Management's Palo Alto Networks position peaked at $2.11M in Q4 2024.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.