Delta Accumulation LLC’s Palo Alto Networks PANW Stock Holding History

Delta Accumulation LLC’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	–	Sell	-7,770	Closed	-$1.43M	–	146
2025 Q4	$1.43M	Hold	7,770	–	–	0.05%	137
2025 Q3	$1.33M	Hold	7,770	–	–	0.08%	133
2025 Q2	$1.33M	Hold	7,770	–	–	0.1%	125
2025 Q1	$1.33M	Sell	7,770 -70	-0.9%	-$12.9K	0.08%	147
2024 Q4	$1.34M	Hold	7,840	–	–	0.07%	137
2024 Q3	$1.34M	Hold	7,840	–	–	0.1%	115
2024 Q2	$1.33M	Buy	7,840 +5,200	+197%	+$778K	0.1%	87
2024 Q1	$375K	Hold	2,640	–	–	0.03%	163
2023 Q4	$337K	Hold	2,640	–	–	0.05%	156
2023 Q3	$309K	Hold	2,640	–	–	0.07%	149
2023 Q2	$337K	Hold	2,640	–	–	0.11%	142
2023 Q1	$264K	Hold	2,640	–	–	0.16%	123
2022 Q4	$184K	Hold	2,640	–	–	0.19%	86
2022 Q3	$216K	Hold	2,640	–	–	2.95%	11
2022 Q2	$217K	Hold	2,640	–	–	0.1%	56
2022 Q1	$274K	Hold	2,640	–	–	0.02%	118
2021 Q4	$245K	Buy	+2,640	New	+$228K	0.02%	143

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

Delta Accumulation LLC's PANW Position: Q1 2026 in Review

Delta Accumulation LLC sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 7,770 shares — an estimated $1.43M sold.

Delta Accumulation LLC first reported a position in PANW in Q4 2021 and held it in 17 quarters. The position peaked at $1.43M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Delta Accumulation LLC reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Delta Accumulation LLC sold 7,770 Palo Alto Networks shares in Q1 2026, an estimated $1.43M.
Delta Accumulation LLC first reported a position in Palo Alto Networks in Q4 2021 and held it in 17 quarters.
Delta Accumulation LLC's Palo Alto Networks position peaked at $1.43M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Delta Accumulation LLC's 13F filing for Q1 2026, filed 8 May 2026.