Delta Investment Management’s Palo Alto Networks PANW Stock Holding History

Delta Investment Management’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	$552K	Buy	3,446 +92	+3%	+$15.5K	0.1%	137
2025 Q4	$618K	Buy	3,354 +104	+3%	+$21K	0.11%	137
2025 Q3	$662K	Buy	3,250 +186	+6%	+$35.6K	0.12%	120
2025 Q2	$627K	Buy	3,064 +22	+0.7%	+$4.08K	0.12%	113
2025 Q1	$519K	Buy	3,042 +544	+22%	+$101K	0.1%	119
2024 Q4	$455K	Buy	2,498 +216	+9%	+$40.8K	0.09%	139
2024 Q3	$390K	Buy	+2,282	New	+$384K	0.08%	149
2022 Q1	–	Sell	-30,372	Closed	-$2.82M	–	173
2021 Q4	$2.82M	Buy	+30,372	New	+$2.63M	0.81%	36

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 Investment Management's PANW Position: Q1 2026 in Review

Delta Investment Management increased its Palo Alto Networks (PANW) stake by 2.7% in Q1 2026, buying an estimated $15.5K and bringing the position to 3,446 shares worth $552K. The position accounts for 0.1% of the portfolio, ranked #137.

Delta Investment Management first reported a position in PANW in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.82M in Q4 2021. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Delta Investment Management held 3,446 shares of Palo Alto Networks worth $552K as of Q1 2026.
Delta Investment Management bought 92 Palo Alto Networks shares in Q1 2026, an estimated $15.5K.
Palo Alto Networks made up 0.1% of Delta Investment Management's portfolio in Q1 2026, its #137 holding.
Delta Investment Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 8 quarters since.
Delta Investment Management's Palo Alto Networks position peaked at $2.82M in Q4 2021.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.