John G. Ullman & Associates’s Palo Alto Networks PANW Stock Holding History

John G. Ullman & Associates’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	–	Sell	-2,082	Closed	-$384K	–	185
2025 Q4	$384K	Hold	2,082	–	–	0.05%	144
2025 Q3	$424K	Sell	2,082 -174	-8%	-$33.3K	0.06%	133
2025 Q2	$462K	Buy	2,256 +300	+15%	+$55.7K	0.07%	125
2025 Q1	$334K	Hold	1,956	–	–	0.05%	145
2024 Q4	$356K	Sell	1,956 -200	-9%	-$37.8K	0.05%	141
2024 Q3	$368K	Hold	2,156	–	–	0.05%	147
2024 Q2	$365K	Hold	2,156	–	–	0.06%	145
2024 Q1	$306K	Hold	2,156	–	–	0.05%	145
2023 Q4	$318K	Buy	2,156 +82	+4%	+$11K	0.05%	138
2023 Q3	$243K	Hold	2,074	–	–	0.04%	155
2023 Q2	$265K	Hold	2,074	–	–	0.04%	156
2023 Q1	$207K	Buy	+2,074	New	+$176K	0.03%	167
2022 Q2	–	Sell	-1,974	Closed	-$205K	–	167
2022 Q1	$205K	Buy	+1,974	New	+$177K	0.03%	165

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

John G. Ullman & Associates's PANW Position: Q1 2026 in Review

John G. Ullman & Associates sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 2,082 shares — an estimated $384K sold.

John G. Ullman & Associates first reported a position in PANW in Q1 2022 and held it in 13 quarters. The position peaked at $462K in Q2 2025. 2,471 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

John G. Ullman & Associates reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
John G. Ullman & Associates sold 2,082 Palo Alto Networks shares in Q1 2026, an estimated $384K.
John G. Ullman & Associates first reported a position in Palo Alto Networks in Q1 2022 and held it in 13 quarters.
John G. Ullman & Associates's Palo Alto Networks position peaked at $462K in Q2 2025.
2,471 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on John G. Ullman & Associates's 13F filing for Q1 2026, filed 6 May 2026.