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

Groupama Asset 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	$86.3M	Buy	538,549 +297,670	+124%	+$50M	1.26%	23
2025 Q4	$44.2M	Sell	240,879 -13,076	-5%	-$2.64M	0.65%	41
2025 Q3	$51.7M	Sell	253,955 -122,920	-33%	-$23.5M	0.76%	34
2025 Q2	$75.6M	Buy	376,875 +17,187	+5%	+$3.19M	1.25%	19
2025 Q1	$63.4M	Buy	359,688 +50,477	+16%	+$9.33M	1.27%	22
2024 Q4	$58.3M	Buy	309,211 +54,619	+21%	+$10.3M	1.19%	23
2024 Q3	$35.9M	Buy	254,592 +16,606	+7%	+$2.8M	0.93%	25
2024 Q2	$40.3M	Buy	237,986 +86,728	+57%	+$13M	0.55%	38
2024 Q1	$33.3M	Sell	151,258 -60,834	-29%	-$9.6M	0.61%	41
2023 Q4	$31.3M	Buy	+212,092	New	+$28.4M	0.81%	27

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

Groupama Asset Management's PANW Position: Q1 2026 in Review

Groupama Asset Management increased its Palo Alto Networks (PANW) stake by 124% in Q1 2026, buying an estimated $50M and bringing the position to 538,549 shares worth $86.3M. The position accounts for 1.26% of the portfolio, ranked #23.

Groupama Asset Management first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Groupama Asset Management held 538,549 shares of Palo Alto Networks worth $86.3M as of Q1 2026.
Groupama Asset Management bought 297,670 Palo Alto Networks shares in Q1 2026, an estimated $50M.
Palo Alto Networks made up 1.26% of Groupama Asset Management's portfolio in Q1 2026, its #23 holding.
Groupama Asset Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Groupama Asset Management's 13F filing for Q1 2026, filed 22 May 2026.