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Dillon & Associates’s Palo Alto Networks PANW Stock Holding History

Dillon & Associates’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 		$20M Buy
125,279
+9,175
+8% +$1.54M 2.76% 9
2025
Q4 		$21.4M Buy
116,104
+1,955
+2% +$394K 2.76% 8
2025
Q3 		$23.3M Buy
114,149
+6,159
+6% +$1.18M 2.99% 7
2025
Q2 		$22.1M Buy
107,990
+3,159
+3% +$587K 3.01% 7
2025
Q1 		$17.9M Buy
104,831
+3,128
+3% +$578K 2.66% 11
2024
Q4 		$18.5M Buy
101,703
+403
+0.4% +$76.1K 2.57% 11
2024
Q3 		$17.3M Buy
101,300
+4,334
+4% +$729K 2.44% 10
2024
Q2 		$16.4M Buy
96,966
+13,890
+17% +$2.08M 2.39% 10
2024
Q1 		$11.8M Buy
83,076
+8,892
+12% +$1.4M 1.85% 18
2023
Q4 		$10.9M Buy
74,184
+5,748
+8% +$769K 1.98% 16
2023
Q3 		$8.01M Buy
68,436
+170
+0.2% +$20.1K 1.54% 22
2023
Q2 		$8.74M Buy
68,266
+4,174
+7% +$434K 1.61% 21
2023
Q1 		$6.41M Buy
64,092
+15,734
+33% +$1.33M 1.27% 26
2022
Q4 		$3.38M Buy
48,358
+23,966
+98% +$1.92M 0.73% 32
2022
Q3 		$2M Buy
+24,392
New +$2.11M 0.46% 41

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dillon & Associates's PANW Position: Q1 2026 in Review

Dillon & Associates increased its Palo Alto Networks (PANW) stake by 7.9% in Q1 2026, buying an estimated $1.54M and bringing the position to 125,279 shares worth $20M. The position accounts for 2.76% of the portfolio, ranked #9.

Dillon & Associates first reported a position in PANW in Q3 2022 and has held it in 15 quarters since. The position peaked at $23.3M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Dillon & Associates held 125,279 shares of Palo Alto Networks worth $20M as of Q1 2026.
  • Dillon & Associates bought 9,175 Palo Alto Networks shares in Q1 2026, an estimated $1.54M.
  • Palo Alto Networks made up 2.76% of Dillon & Associates's portfolio in Q1 2026, its #9 holding.
  • Dillon & Associates first reported a position in Palo Alto Networks in Q3 2022 and has held it in 15 quarters since.
  • Dillon & Associates's Palo Alto Networks position peaked at $23.3M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Dillon & Associates's 13F filing for Q1 2026, filed 7 May 2026.