Dana Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Dana Investment Advisors’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	$1.5M	Buy	9,372 +824	+10%	+$138K	0.04%	352
2025 Q4	$1.57M	Buy	8,548 +1,038	+14%	+$209K	0.05%	346
2025 Q3	$1.53M	Buy	7,510 +2,592	+53%	+$496K	0.04%	339
2025 Q2	$1.01M	Buy	4,918 +274	+6%	+$50.9K	0.03%	388
2025 Q1	$792K	Buy	4,644 +22	+0.5%	+$4.07K	0.03%	401
2024 Q4	$841K	Sell	4,622 -30	-0.6%	-$5.67K	0.03%	406
2024 Q3	$795K	Sell	4,652 -190	-4%	-$32K	0.03%	409
2024 Q2	$821K	Sell	4,842 -1,190	-20%	-$178K	0.03%	396
2024 Q1	$857K	Sell	6,032 -35,372	-85%	-$5.58M	0.03%	391
2023 Q4	$6.1M	Sell	41,404 -6,994	-14%	-$935K	0.29%	85
2023 Q3	$5.67M	Sell	48,398 -2,972	-6%	-$352K	0.29%	89
2023 Q2	$6.56M	Buy	51,370 +1,786	+4%	+$186K	0.32%	79
2023 Q1	$4.95M	Buy	49,584 +15,748	+47%	+$1.33M	0.25%	91
2022 Q4	$2.36M	Buy	+33,836	New	+$2.72M	0.12%	120

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

Dana Investment Advisors's PANW Position: Q1 2026 in Review

Dana Investment Advisors increased its Palo Alto Networks (PANW) stake by 9.6% in Q1 2026, buying an estimated $138K and bringing the position to 9,372 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #352.

Dana Investment Advisors first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.56M in Q2 2023. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Dana Investment Advisors held 9,372 shares of Palo Alto Networks worth $1.5M as of Q1 2026.
Dana Investment Advisors bought 824 Palo Alto Networks shares in Q1 2026, an estimated $138K.
Palo Alto Networks made up 0.04% of Dana Investment Advisors's portfolio in Q1 2026, its #352 holding.
Dana Investment Advisors first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
Dana Investment Advisors's Palo Alto Networks position peaked at $6.56M in Q2 2023.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.