Galvin Gaustad & Stein’s Palo Alto Networks PANW Stock Holding History

Galvin Gaustad & Stein’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	$942K	Sell	5,877 -415	-7%	-$69.7K	0.08%	133
2025 Q4	$1.16M	Buy	6,292 +1,400	+29%	+$282K	0.09%	113
2025 Q3	$996K	Buy	4,892 +590	+14%	+$113K	0.08%	109
2025 Q2	$880K	Buy	4,302 +1,150	+36%	+$214K	0.08%	107
2025 Q1	$538K	Sell	3,152 -300	-9%	-$55.5K	0.05%	129
2024 Q4	$628K	Sell	3,452 -36	-1%	-$6.8K	0.06%	118
2024 Q3	$596K	Sell	3,488 -300	-8%	-$50.5K	0.05%	121
2024 Q2	$642K	Buy	3,788 +88	+2%	+$13.2K	0.06%	108
2024 Q1	$526K	Sell	3,700 -548	-13%	-$86.4K	0.05%	124
2023 Q4	$626K	Buy	4,248 +1,330	+46%	+$178K	0.06%	107
2023 Q3	$342K	Buy	2,918 +300	+11%	+$35.5K	0.03%	143
2023 Q2	$334K	Buy	2,618 +500	+24%	+$52K	0.03%	137
2023 Q1	$212K	Buy	+2,118	New	+$179K	0.02%	156

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

Galvin Gaustad & Stein's PANW Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its Palo Alto Networks (PANW) stake by 6.6% in Q1 2026, selling an estimated $69.7K and leaving 5,877 shares worth $942K. The position accounts for 0.08% of the portfolio, ranked #133.

Galvin Gaustad & Stein first reported a position in PANW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.16M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Galvin Gaustad & Stein held 5,877 shares of Palo Alto Networks worth $942K as of Q1 2026.
Galvin Gaustad & Stein sold 415 Palo Alto Networks shares in Q1 2026, an estimated $69.7K.
Palo Alto Networks made up 0.08% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #133 holding.
Galvin Gaustad & Stein first reported a position in Palo Alto Networks in Q1 2023 and has held it in 13 quarters since.
Galvin Gaustad & Stein's Palo Alto Networks position peaked at $1.16M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.