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 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 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

Gladstone Institutional Advisory's PANW Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Palo Alto Networks (PANW) stake by 58% in Q1 2026, selling an estimated $3.54M and leaving 15,022 shares worth $2.41M. The position accounts for 0.09% of the portfolio, ranked #236.

Gladstone Institutional Advisory first reported a position in PANW in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.09M in Q2 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Gladstone Institutional Advisory held 15,022 shares of Palo Alto Networks worth $2.41M as of Q1 2026.
Gladstone Institutional Advisory sold 21,066 Palo Alto Networks shares in Q1 2026, an estimated $3.54M.
Palo Alto Networks made up 0.09% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #236 holding.
Gladstone Institutional Advisory first reported a position in Palo Alto Networks in Q1 2021 and has held it in 21 quarters since.
Gladstone Institutional Advisory's Palo Alto Networks position peaked at $8.09M in Q2 2024.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.