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

DLK 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
Q3 		$782K Buy
1,969
+1,097
+126% +$390K 0.28% 46
2026
Q2 		$296K Sell
872
-1,103
-56% -$252K 0.13% 65
2026
Q1 		$317K Sell
1,975
-607
-24% -$102K 0.13% 60
2025
Q4 		$476K Buy
2,582
+2
+0.1% +$403 0.18% 51
2025
Q3 		$525K Buy
2,580
+12
+0.5% +$2.3K 0.2% 47
2025
Q2 		$526K Buy
2,568
+832
+48% +$155K 0.2% 50
2025
Q1 		$296K Buy
1,736
+2
+0.1% +$370 0.12% 57
2024
Q4 		$316K Sell
1,734
-2
-0.1% -$378 0.13% 59
2024
Q3 		$297K Sell
1,736
-8
-0.5% -$1.35K 0.11% 70
2024
Q2 		$296K Buy
+1,744
New +$261K 0.12% 67

Other funds holding PANW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

DLK Investment Management's PANW Position: Q3 2026 in Review

DLK Investment Management increased its Palo Alto Networks (PANW) stake by 126% in Q3 2026, buying an estimated $390K and bringing the position to 1,969 shares worth $782K. The position accounts for 0.28% of the portfolio, ranked #46.

DLK Investment Management first reported a position in PANW in Q2 2024 and has held it in 10 quarters since. 158 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • DLK Investment Management held 1,969 shares of Palo Alto Networks worth $782K as of Q3 2026.
  • DLK Investment Management bought 1,097 Palo Alto Networks shares in Q3 2026, an estimated $390K.
  • Palo Alto Networks made up 0.28% of DLK Investment Management's portfolio in Q3 2026, its #46 holding.
  • DLK Investment Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 10 quarters since.
  • 158 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.