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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,302
Closed -$2.42M 327
2025
Q1
$2.42M Buy
+18,302
New +$3.38M 0.47% 59

Other funds holding PANW

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.