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Disciplined Investors’s Palo Alto Networks PANW Stock Holding History

Disciplined Investors’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 		$231K Buy
1,443
+50
+4% +$8.4K 0.14% 126
2025
Q4 		$257K Sell
1,393
-169
-11% -$34.1K 0.17% 105
2025
Q3 		$318K Buy
1,562
+278
+22% +$53.2K 0.23% 90
2025
Q2 		$263K Hold
1,284
– – 0.2% 97
2025
Q1 		$219K Sell
1,284
-117
-8% -$21.6K 0.2% 104
2024
Q4 		$235K Buy
+1,401
New +$265K 0.23% 96

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

Disciplined Investors's PANW Position: Q1 2026 in Review

Disciplined Investors increased its Palo Alto Networks (PANW) stake by 3.6% in Q1 2026, buying an estimated $8.4K and bringing the position to 1,443 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #126.

Disciplined Investors first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $318K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Disciplined Investors held 1,443 shares of Palo Alto Networks worth $231K as of Q1 2026.
  • Disciplined Investors bought 50 Palo Alto Networks shares in Q1 2026, an estimated $8.4K.
  • Palo Alto Networks made up 0.14% of Disciplined Investors's portfolio in Q1 2026, its #126 holding.
  • Disciplined Investors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • Disciplined Investors's Palo Alto Networks position peaked at $318K in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.