Fourpath Capital Management’s Palo Alto Networks PANW Stock Holding History

Fourpath Capital 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 Q1	$280K	Buy	1,745 +3	+0.2%	+$504	0.04%	190
2025 Q4	$321K	Sell	1,742 -25	-1%	-$5.04K	0.04%	180
2025 Q3	$360K	Buy	1,767 +152	+9%	+$29.1K	0.05%	168
2025 Q2	$330K	Sell	1,615 -50	-3%	-$9.29K	0.05%	179
2025 Q1	$284K	Sell	1,665 -29	-2%	-$5.36K	0.05%	186
2024 Q4	$308K	Hold	1,694	–	–	0.06%	173
2024 Q3	$290K	Sell	1,694 -22	-1%	-$3.7K	0.05%	184
2024 Q2	$291K	Sell	1,716 -148	-8%	-$22.1K	0.22%	93
2024 Q1	$265K	Sell	1,864 -148	-7%	-$23.3K	0.18%	107
2023 Q4	$297K	Sell	2,012 -180	-8%	-$24.1K	0.2%	95
2023 Q3	$257K	Sell	2,192 -244	-10%	-$28.9K	0.19%	99
2023 Q2	$311K	Sell	2,436 -76	-3%	-$7.91K	0.38%	73
2023 Q1	$251K	Buy	+2,512	New	+$213K	0.18%	108
2022 Q4	–	Sell	-2,952	Closed	-$242K	–	122
2022 Q3	$242K	Sell	2,952 -414	-12%	-$35.9K	0.17%	103
2022 Q2	$277K	Sell	3,366 -636	-16%	-$56.4K	0.17%	112
2022 Q1	$415K	Sell	4,002 -474	-11%	-$42.4K	0.17%	105
2021 Q4	$415K	Buy	+4,476	New	+$387K	0.16%	101

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

Fourpath Capital Management's PANW Position: Q1 2026 in Review

Fourpath Capital Management increased its Palo Alto Networks (PANW) stake by 0.17% in Q1 2026, buying an estimated $504 and bringing the position to 1,745 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #190.

Fourpath Capital Management first reported a position in PANW in Q4 2021 and has held it in 17 quarters since. The position peaked at $415K in Q1 2022. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Fourpath Capital Management held 1,745 shares of Palo Alto Networks worth $280K as of Q1 2026.
Fourpath Capital Management bought 3 Palo Alto Networks shares in Q1 2026, an estimated $504.
Palo Alto Networks made up 0.04% of Fourpath Capital Management's portfolio in Q1 2026, its #190 holding.
Fourpath Capital Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 17 quarters since.
Fourpath Capital Management's Palo Alto Networks position peaked at $415K in Q1 2022.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.