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

Cresset 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 		$3.82M Buy
23,815
+1,085
+5% +$182K 0.02% 422
2025
Q4 		$4.19M Buy
22,730
+2,387
+12% +$482K 0.02% 402
2025
Q3 		$4.14M Buy
20,343
+690
+4% +$132K 0.02% 384
2025
Q2 		$4.02M Sell
19,653
-24,740
-56% -$4.59M 0.02% 366
2025
Q1 		$7.58M Sell
44,393
-9,795
-18% -$1.81M 0.04% 274
2024
Q4 		$9.86M Sell
54,188
-42,890
-44% -$8.1M 0.05% 228
2024
Q3 		$16.6M Buy
97,078
+7,624
+9% +$1.28M 0.06% 202
2024
Q2 		$15.2M Buy
89,454
+11,564
+15% +$1.73M 0.06% 201
2024
Q1 		$11.1M Buy
77,890
+12,242
+19% +$1.93M 0.05% 232
2023
Q4 		$9.68M Sell
65,648
-1,230
-2% -$164K 0.06% 218
2023
Q3 		$7.84M Buy
66,878
+2,882
+5% +$341K 0.03% 245
2023
Q2 		$8.18M Buy
63,996
+29,980
+88% +$3.12M 0.01% 294
2023
Q1 		$3.4M Buy
34,016
+120
+0.4% +$10.2K 0.07% 164
2022
Q4 		$1.7M Buy
33,896
+1,194
+4% +$95.9K 0.02% 220
2022
Q3 		$2.68M Buy
32,702
+2,798
+9% +$242K 0.03% 182
2022
Q2 		$2.32M Buy
29,904
+2,334
+8% +$207K 0.03% 205
2022
Q1 		$2.86M Sell
27,570
-9,288
-25% -$831K 0.03% 202
2021
Q4 		$3.42M Buy
36,858
+2,946
+9% +$255K 0.03% 201
2021
Q3 		$2.71M Buy
33,912
+3,558
+12% +$250K 0.04% 181
2021
Q2 		$1.88M Buy
30,354
+3,096
+11% +$183K 0.03% 212
2021
Q1 		$1.46M Buy
27,258
+2,454
+10% +$146K 0.02% 221
2020
Q4 		$1.47M Buy
24,804
+1,740
+8% +$81.3K 0.02% 190
2020
Q3 		$941K Sell
23,064
-378
-2% -$15.7K 0.02% 241
2020
Q2 		$897K Buy
23,442
+240
+1% +$8.46K 0.02% 230
2020
Q1 		$634K Buy
23,202
+384
+2% +$13.4K 0.02% 251
2019
Q4 		$879K Hold
22,818
– – 0.02% 226
2019
Q3 		$775K Buy
22,818
+18
+0.1% +$637 0.02% 214
2019
Q2 		$774K Buy
22,800
+12,360
+118% +$462K 0.02% 205
2019
Q1 		$423K Buy
10,440
+4,776
+84% +$177K 0.02% 206
2018
Q4 		$178K Buy
+5,664
New +$177K 0.01% 228

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cresset Asset Management increased its Palo Alto Networks (PANW) stake by 4.8% in Q1 2026, buying an estimated $182K and bringing the position to 23,815 shares worth $3.82M. The position accounts for 0.02% of the portfolio, ranked #422.

Cresset Asset Management first reported a position in PANW in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.6M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Cresset Asset Management held 23,815 shares of Palo Alto Networks worth $3.82M as of Q1 2026.
  • Cresset Asset Management bought 1,085 Palo Alto Networks shares in Q1 2026, an estimated $182K.
  • Palo Alto Networks made up 0.02% of Cresset Asset Management's portfolio in Q1 2026, its #422 holding.
  • Cresset Asset Management first reported a position in Palo Alto Networks in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Palo Alto Networks position peaked at $16.6M in Q3 2024.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.