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Ellerson Group’s Palo Alto Networks PANW Stock Holding History

Ellerson Group’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 		$3.65M Buy
22,738
+468
+2% +$78.6K 2.39% 16
2025
Q4 		$4.1M Sell
22,270
-487
-2% -$98.3K 2.78% 11
2025
Q3 		$4.63M Sell
22,757
-191
-0.8% -$36.6K 2.88% 7
2025
Q2 		$4.7M Buy
+22,948
New +$4.26M 3.31% 8

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

Ellerson Group's PANW Position: Q1 2026 in Review

Ellerson Group increased its Palo Alto Networks (PANW) stake by 2.1% in Q1 2026, buying an estimated $78.6K and bringing the position to 22,738 shares worth $3.65M. The position accounts for 2.39% of the portfolio, ranked #16.

Ellerson Group first reported a position in PANW in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.7M in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Ellerson Group held 22,738 shares of Palo Alto Networks worth $3.65M as of Q1 2026.
  • Ellerson Group bought 468 Palo Alto Networks shares in Q1 2026, an estimated $78.6K.
  • Palo Alto Networks made up 2.39% of Ellerson Group's portfolio in Q1 2026, its #16 holding.
  • Ellerson Group first reported a position in Palo Alto Networks in Q2 2025 and has held it in 4 quarters since.
  • Ellerson Group's Palo Alto Networks position peaked at $4.7M in Q2 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Ellerson Group's 13F filing for Q1 2026, filed 4 May 2026.