De Burlo Group’s Palo Alto Networks PANW Stock Holding History

De Burlo Group’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	$1.41M	Sell	8,820 -325	-4%	-$54.6K	0.32%	49
2025 Q4	$1.68M	Sell	9,145 -1,050	-10%	-$212K	0.2%	49
2025 Q3	$2.08M	Sell	10,195 -525	-5%	-$100K	0.25%	46
2025 Q2	$2.19M	Sell	10,720 -315	-3%	-$58.5K	0.29%	49
2025 Q1	$1.88M	Sell	11,035 -155	-1%	-$28.7K	0.28%	47
2024 Q4	$2.04M	Sell	11,190 -1,000	-8%	-$189K	0.27%	45
2024 Q3	$2.08M	Sell	12,190 -20	-0.2%	-$3.37K	0.26%	45
2024 Q2	$2.07M	Sell	12,210 -2,160	-15%	-$323K	0.28%	42
2024 Q1	$2.04M	Sell	14,370 -63,606	-82%	-$10M	0.27%	44
2023 Q4	$9.14M	Hold	77,976	–	–	1.59%	24
2023 Q3	$9.14M	Sell	77,976 -95,800	-55%	-$11.3M	1.59%	24
2023 Q2	$22.2M	Buy	173,776 +9,250	+6%	+$963K	3.69%	7
2023 Q1	$16.4M	Buy	164,526 +26,006	+19%	+$2.2M	3.21%	8
2022 Q4	$9.66M	Sell	138,520 -1,280	-0.9%	-$103K	2.16%	17
2022 Q3	$11.4M	Buy	+139,800	New	+$12.1M	2.73%	15
2019 Q2	–	Sell	-457,920	Closed	-$18.5M	–	93
2019 Q1	$18.5M	Buy	+457,920	New	+$17M	3.74%	3
2018 Q4	–	Sell	-216,900	Closed	-$8.14M	–	110
2018 Q3	$8.14M	Sell	216,900 -109,200	-33%	-$3.98M	1.53%	21
2018 Q2	$11.2M	Buy	326,100 +137,700	+73%	+$4.59M	2.36%	14
2018 Q1	$5.7M	Buy	+188,400	New	+$5.23M	1.24%	30
2017 Q1	–	Sell	-30,600	Closed	-$638K	–	108
2016 Q4	$638K	Sell	30,600 -27,900	-48%	-$668K	0.16%	73
2016 Q3	$1.55M	Sell	58,500 -21,300	-27%	-$485K	0.43%	68
2016 Q2	$1.63M	Hold	79,800	–	–	0.39%	64
2016 Q1	$2.17M	Sell	79,800 -269,100	-77%	-$6.62M	0.63%	54
2015 Q4	$10.2M	Sell	348,900 -98,700	-22%	-$2.85M	2.41%	10
2015 Q3	$12.8M	Buy	447,600 +163,800	+58%	+$4.83M	3.01%	4
2015 Q2	$8.26M	Buy	+283,800	New	+$7.58M	1.73%	22

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

De Burlo Group's PANW Position: Q1 2026 in Review

De Burlo Group reduced its Palo Alto Networks (PANW) stake by 3.6% in Q1 2026, selling an estimated $54.6K and leaving 8,820 shares worth $1.41M. The position accounts for 0.32% of the portfolio, ranked #49.

De Burlo Group first reported a position in PANW in Q2 2015 and has held it in 26 quarters since. The position peaked at $22.2M in Q2 2023. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

De Burlo Group held 8,820 shares of Palo Alto Networks worth $1.41M as of Q1 2026.
De Burlo Group sold 325 Palo Alto Networks shares in Q1 2026, an estimated $54.6K.
Palo Alto Networks made up 0.32% of De Burlo Group's portfolio in Q1 2026, its #49 holding.
De Burlo Group first reported a position in Palo Alto Networks in Q2 2015 and has held it in 26 quarters since.
De Burlo Group's Palo Alto Networks position peaked at $22.2M in Q2 2023.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.