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

Gables 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 		$192K Buy
1,200
+800
+200% +$134K 0.08% 136
2025
Q4 		$73.7K Hold
400
– – 0.03% 195
2025
Q3 		$81.4K Hold
400
– – 0.03% 181
2025
Q2 		$81.9K Sell
400
-400
-50% -$74.3K 0.04% 178
2025
Q1 		$137K Hold
800
– – 0.07% 149
2024
Q4 		$146K Hold
800
– – 0.07% 145
2024
Q3 		$137K Hold
800
– – 0.07% 145
2024
Q2 		$136K Hold
800
– – 0.07% 141
2024
Q1 		$114K Buy
+800
New +$126K 0.06% 146

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

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

Gables Capital Management increased its Palo Alto Networks (PANW) stake by 200% in Q1 2026, buying an estimated $134K and bringing the position to 1,200 shares worth $192K. The position accounts for 0.08% of the portfolio, ranked #136.

Gables Capital Management first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Gables Capital Management held 1,200 shares of Palo Alto Networks worth $192K as of Q1 2026.
  • Gables Capital Management bought 800 Palo Alto Networks shares in Q1 2026, an estimated $134K.
  • Palo Alto Networks made up 0.08% of Gables Capital Management's portfolio in Q1 2026, its #136 holding.
  • Gables Capital Management first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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