Crestwood Advisors Group’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
Q1 | $11.5M | Buy |
71,485
+3,545
| +5% | +$596K | 0.19% | 97 |
|
|
2025
Q4 | $12.5M | Sell |
67,940
-10,187
| -13% | -$2.06M | 0.21% | 90 |
|
|
2025
Q3 | $15.9M | Buy |
78,127
+2,158
| +3% | +$413K | 0.27% | 79 |
|
|
2025
Q2 | $15.5M | Sell |
75,969
-2,000
| -3% | -$371K | 0.28% | 79 |
|
|
2025
Q1 | $13.3M | Buy |
77,969
+12,085
| +18% | +$2.23M | 0.25% | 81 |
|
|
2024
Q4 | $12M | Buy |
65,884
+1,238
| +2% | +$234K | 0.22% | 82 |
|
|
2024
Q3 | $11M | Buy |
64,646
+800
| +1% | +$135K | 0.21% | 87 |
|
|
2024
Q2 | $10.8M | Buy |
63,846
+1,302
| +2% | +$195K | 0.22% | 84 |
|
|
2024
Q1 | $8.89M | Buy |
62,544
+8,712
| +16% | +$1.37M | 0.19% | 91 |
|
|
2023
Q4 | $7.94M | Sell |
53,832
-388
| -0.7% | -$51.9K | 0.18% | 96 |
|
|
2023
Q3 | $6.36M | Buy |
54,220
+36,688
| +209% | +$4.34M | 0.17% | 99 |
|
|
2023
Q2 | $2.24M | Sell |
17,532
-486
| -3% | -$50.6K | 0.07% | 107 |
|
|
2023
Q1 | $1.8M | Sell |
18,018
-2,358
| -12% | -$200K | 0.06% | 113 |
|
|
2022
Q4 | $1.42M | Buy |
20,376
+2,076
| +11% | +$167K | 0.05% | 124 |
|
|
2022
Q3 | $1.5M | Buy |
18,300
+744
| +4% | +$64.4K | 0.05% | 123 |
|
|
2022
Q2 | $1.45M | Buy |
17,556
+90
| +0.5% | +$7.98K | 0.05% | 130 |
|
|
2022
Q1 | $1.81M | Buy |
17,466
+1,620
| +10% | +$145K | 0.05% | 123 |
|
|
2021
Q4 | $1.47M | Buy |
15,846
+12,900
| +438% | +$1.12M | 0.04% | 139 |
|
|
2021
Q3 | $235K | Buy |
+2,946
| New | +$207K | 0.01% | 246 |
|
|
2020
Q3 | – | Sell |
-6,450
| Closed | -$247K | – | 245 |
|
|
2020
Q2 | $247K | Buy |
+6,450
| New | +$227K | 0.01% | 206 |
|
|
2020
Q1 | – | Sell |
-7,254
| Closed | -$280K | – | 246 |
|
|
2019
Q4 | $280K | Buy |
7,254
+180
| +3% | +$6.81K | 0.01% | 220 |
|
|
2019
Q3 | $240K | Hold |
7,074
| – | – | 0.01% | 222 |
|
|
2019
Q2 | $240K | Buy |
+7,074
| New | +$265K | 0.01% | 215 |
|
|
2017
Q2 | – | Sell |
-2,190
| Closed | -$40K | – | 360 |
|
|
2017
Q1 | $40K | Sell |
2,190
-22,794
| -91% | -$510K | ﹤0.01% | 286 |
|
|
2016
Q4 | $521K | Sell |
24,984
-600
| -2% | -$14.4K | 0.05% | 96 |
|
|
2016
Q3 | $679K | Buy |
25,584
+1,590
| +7% | +$36.2K | 0.08% | 70 |
|
|
2016
Q2 | $490K | Buy |
23,994
+1,200
| +5% | +$27.8K | 0.06% | 80 |
|
|
2016
Q1 | $620K | Hold |
22,794
| – | – | 0.07% | 80 |
|
|
2015
Q4 | $669K | Hold |
22,794
| – | – | 0.08% | 85 |
|
|
2015
Q3 | $653K | Sell |
22,794
-2,316
| -9% | -$68.3K | 0.08% | 78 |
|
|
2015
Q2 | $731K | Buy |
25,110
+14,982
| +148% | +$400K | 0.1% | 76 |
|
|
2015
Q1 | $247K | Buy |
+10,128
| New | +$227K | 0.04% | 126 |
|
Other funds holding PANW
VCM
VPM
Crestwood Advisors Group's PANW Position: Q1 2026 in Review
Crestwood Advisors Group increased its Palo Alto Networks (PANW) stake by 5.2% in Q1 2026, buying an estimated $596K and bringing the position to 71,485 shares worth $11.5M. The position accounts for 0.19% of the portfolio, ranked #97.
Crestwood Advisors Group first reported a position in PANW in Q1 2015 and has held it in 32 quarters since. The position peaked at $15.9M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Crestwood Advisors Group held 71,485 shares of Palo Alto Networks worth $11.5M as of Q1 2026.
- Crestwood Advisors Group bought 3,545 Palo Alto Networks shares in Q1 2026, an estimated $596K.
- Palo Alto Networks made up 0.19% of Crestwood Advisors Group's portfolio in Q1 2026, its #97 holding.
- Crestwood Advisors Group first reported a position in Palo Alto Networks in Q1 2015 and has held it in 32 quarters since.
- Crestwood Advisors Group's Palo Alto Networks position peaked at $15.9M in Q3 2025.
- 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.