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	-7,700	Closed	-$2.06M	–	147
2025 Q4	$2.06M	Hold	7,700	–	–	0.08%	116
2025 Q3	$1.32M	Buy	+7,700	New	+$1.47M	0.08%	134
2025 Q2	–	Sell	-7,700	Closed	-$1.32M	–	217
2025 Q1	$1.32M	Sell	7,700 -100	-1%	-$18.5K	0.08%	150
2024 Q4	$1.33M	Buy	+7,800	New	+$1.47M	0.07%	138
2022 Q4	–	Sell	-2,400	Closed	-$197K	–	109
2022 Q3	$197K	Hold	2,400	–	–	2.69%	14
2022 Q2	$198K	Hold	2,400	–	–	0.09%	59
2022 Q1	$249K	Buy	+2,400	New	+$215K	0.02%	123

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.