Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Palo Alto Networks PANW Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$7.37M Buy
18,553
+2,896
+18% +$1.03M 0.21% 100
2026
Q2 		$5.34M Buy
15,657
+635
+4% +$145K 0.17% 125
2026
Q1 		$2.41M Sell
15,022
-21,066
-58% -$3.54M 0.09% 236
2025
Q4 		$6.65M Buy
36,088
+3,386
+10% +$683K 0.25% 92
2025
Q3 		$6.66M Buy
32,702
+4,645
+17% +$889K 0.26% 91
2025
Q2 		$5.74M Buy
28,057
+1,505
+6% +$279K 0.24% 99
2025
Q1 		$4.53M Sell
26,552
-2,034
-7% -$376K 0.21% 113
2024
Q4 		$5.2M Buy
28,586
+10,902
+62% +$2.06M 0.24% 95
2024
Q3 		$3.02M Sell
17,684
-30,024
-63% -$5.05M 0.15% 170
2024
Q2 		$8.09M Buy
47,708
+2,124
+5% +$318K 0.42% 54
2024
Q1 		$6.48M Sell
45,584
-462
-1% -$72.9K 0.36% 70
2023
Q4 		$6.79M Buy
46,046
+21,458
+87% +$2.87M 0.38% 63
2023
Q3 		$2.88M Buy
24,588
+17,974
+272% +$2.13M 0.19% 141
2023
Q2 		$845K Buy
6,614
+980
+17% +$102K 0.05% 306
2023
Q1 		$563K Sell
5,634
-266
-5% -$22.5K 0.04% 378
2022
Q4 		$412K Sell
5,900
-1,186
-17% -$95.2K 0.03% 440
2022
Q3 		$580K Sell
7,086
-144
-2% -$12.5K 0.05% 367
2022
Q2 		$595K Sell
7,230
-1,134
-14% -$101K 0.05% 373
2022
Q1 		$868K Buy
8,364
+1,074
+15% +$96.1K 0.06% 322
2021
Q4 		$676K Sell
7,290
-1,854
-20% -$160K 0.05% 320
2021
Q3 		$730K Buy
9,144
+3,726
+69% +$262K 0.07% 261
2021
Q2 		$335K Buy
5,418
+744
+16% +$44.1K 0.04% 373
2021
Q1 		$251K Buy
+4,674
New +$278K 0.04% 352

Other funds holding PANW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Gladstone Institutional Advisory's PANW Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Palo Alto Networks (PANW) stake by 18% in Q3 2026, buying an estimated $1.03M and bringing the position to 18,553 shares worth $7.37M. The position accounts for 0.21% of the portfolio, ranked #100.

Gladstone Institutional Advisory first reported a position in PANW in Q1 2021 and has held it in 23 quarters since. The position peaked at $8.09M in Q2 2024. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Gladstone Institutional Advisory held 18,553 shares of Palo Alto Networks worth $7.37M as of Q3 2026.
  • Gladstone Institutional Advisory bought 2,896 Palo Alto Networks shares in Q3 2026, an estimated $1.03M.
  • Palo Alto Networks made up 0.21% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #100 holding.
  • Gladstone Institutional Advisory first reported a position in Palo Alto Networks in Q1 2021 and has held it in 23 quarters since.
  • Gladstone Institutional Advisory's Palo Alto Networks position peaked at $8.09M in Q2 2024.
  • 2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.