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DNCA Finance’s Palo Alto Networks PANW Stock Holding History

DNCA Finance’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 		$17.1M Sell
106,648
-6,452
-6% -$1.08M 0.98% 23
2025
Q4 		$20.8M Buy
113,100
+6,550
+6% +$1.32M 1.21% 19
2025
Q3 		$21.7M Buy
106,550
+2,900
+3% +$555K 1.49% 20
2025
Q2 		$21.2M Buy
103,650
+850
+0.8% +$158K 1.62% 18
2025
Q1 		$17.5M Buy
102,800
+3,000
+3% +$555K 1.46% 21
2024
Q4 		$18.2M Buy
99,800
+6,800
+7% +$1.28M 1.41% 19
2024
Q3 		$15.9M Sell
93,000
-10,000
-10% -$1.68M 1.36% 21
2024
Q2 		$17.5M Buy
+103,000
New +$15.4M 1.5% 16

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

DNCA Finance's PANW Position: Q1 2026 in Review

DNCA Finance reduced its Palo Alto Networks (PANW) stake by 5.7% in Q1 2026, selling an estimated $1.08M and leaving 106,648 shares worth $17.1M. The position accounts for 0.98% of the portfolio, ranked #23.

DNCA Finance first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.7M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • DNCA Finance held 106,648 shares of Palo Alto Networks worth $17.1M as of Q1 2026.
  • DNCA Finance sold 6,452 Palo Alto Networks shares in Q1 2026, an estimated $1.08M.
  • Palo Alto Networks made up 0.98% of DNCA Finance's portfolio in Q1 2026, its #23 holding.
  • DNCA Finance first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
  • DNCA Finance's Palo Alto Networks position peaked at $21.7M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on DNCA Finance's 13F filing for Q1 2026, filed 14 May 2026.