Fulcrum Asset Management’s Palo Alto Networks PANW Stock Holding History

Fulcrum Asset 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	$3.27M	Buy	21,196 +2,756	+15%	+$463K	0.49%	56
2025 Q4	$3.45M	Sell	18,440 -546	-3%	-$110K	0.96%	25
2025 Q3	$3.87M	Sell	18,986 -527	-3%	-$101K	1.07%	25
2025 Q2	$3.99M	Buy	+19,513	New	+$3.62M	1.14%	23
2022 Q1	–	Hold	0	–	–	–	32
2021 Q4	–	Hold	0	–	–	–	21
2021 Q3	–	Hold	0	–	–	–	21
2021 Q2	–	Hold	0	–	–	–	30
2021 Q1	–	Hold	0	–	–	–	77
2020 Q4	–	Hold	0	–	–	–	112
2020 Q3	–	Sell	-21,264	Closed	-$878K	–	172
2020 Q2	$878K	Buy	+21,264	New	+$749K	0.29%	113

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

Fulcrum Asset Management's PANW Position: Q1 2026 in Review

Fulcrum Asset Management increased its Palo Alto Networks (PANW) stake by 15% in Q1 2026, buying an estimated $463K and bringing the position to 21,196 shares worth $3.27M. The position accounts for 0.49% of the portfolio, ranked #56.

Fulcrum Asset Management first reported a position in PANW in Q2 2020 and has held it in 5 quarters since. The position peaked at $3.99M in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Fulcrum Asset Management held 21,196 shares of Palo Alto Networks worth $3.27M as of Q1 2026.
Fulcrum Asset Management bought 2,756 Palo Alto Networks shares in Q1 2026, an estimated $463K.
Palo Alto Networks made up 0.49% of Fulcrum Asset Management's portfolio in Q1 2026, its #56 holding.
Fulcrum Asset Management first reported a position in Palo Alto Networks in Q2 2020 and has held it in 5 quarters since.
Fulcrum Asset Management's Palo Alto Networks position peaked at $3.99M in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.