Fidelis Capital Partners’s Palo Alto Networks PANW Stock Holding History

Fidelis Capital Partners’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	$4.64M	Buy	28,912 +1,556	+6%	+$261K	0.33%	63
2025 Q4	$5.04M	Buy	27,356 +705	+3%	+$142K	0.37%	59
2025 Q3	$5.43M	Buy	26,651 +1,582	+6%	+$303K	0.42%	47
2025 Q2	$4.33M	Buy	25,069 +4	+0%	+$743	0.39%	52
2025 Q1	$4.49M	Sell	25,065 -2,144	-8%	-$396K	0.48%	44
2024 Q4	$4.97M	Buy	27,209 +1,817	+7%	+$343K	0.5%	41
2024 Q3	$4.55M	Buy	25,392 +886	+4%	+$149K	0.54%	36
2024 Q2	$3.73M	Buy	24,506 +1,738	+8%	+$260K	0.53%	40
2024 Q1	$3.23M	Buy	22,768 +3,000	+15%	+$473K	0.49%	41
2023 Q4	$2.91M	Buy	19,768 +4,596	+30%	+$615K	0.64%	31
2023 Q3	$1.78M	Sell	15,172 -384	-2%	-$45.4K	0.61%	36
2023 Q2	$1.99M	Buy	15,556 +416	+3%	+$43.3K	0.73%	29
2023 Q1	$1.39M	Buy	15,140 +5,196	+52%	+$440K	0.59%	43
2022 Q4	$672K	Buy	+9,944	New	+$798K	0.79%	36

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelis Capital Partners's PANW Position: Q1 2026 in Review

Fidelis Capital Partners increased its Palo Alto Networks (PANW) stake by 5.7% in Q1 2026, buying an estimated $261K and bringing the position to 28,912 shares worth $4.64M. The position accounts for 0.33% of the portfolio, ranked #63.

Fidelis Capital Partners first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.43M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Fidelis Capital Partners held 28,912 shares of Palo Alto Networks worth $4.64M as of Q1 2026.
Fidelis Capital Partners bought 1,556 Palo Alto Networks shares in Q1 2026, an estimated $261K.
Palo Alto Networks made up 0.33% of Fidelis Capital Partners's portfolio in Q1 2026, its #63 holding.
Fidelis Capital Partners first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
Fidelis Capital Partners's Palo Alto Networks position peaked at $5.43M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.