Kensington Investment Counsel’s Palo Alto Networks PANW Stock Holding History

Kensington Investment Counsel’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	$754K	Sell	4,703 -37	-0.8%	-$6.22K	0.36%	56
2025 Q4	$873K	Buy	4,740 +175	+4%	+$35.3K	0.35%	70
2025 Q3	$930K	Buy	4,565 +118	+3%	+$22.6K	0.38%	69
2025 Q2	$910K	Buy	4,447 +15	+0.3%	+$2.79K	0.39%	65
2025 Q1	$756K	Hold	4,432	–	–	0.34%	70
2024 Q4	$806K	Sell	4,432 -1,810	-29%	-$342K	0.34%	75
2024 Q3	$1.07M	Buy	6,242 +192	+3%	+$32.3K	0.45%	68
2024 Q2	$1.03M	Buy	6,050 +746	+14%	+$112K	0.45%	65
2024 Q1	$754K	Buy	5,304 +488	+10%	+$77K	0.34%	75
2023 Q4	$710K	Buy	4,816 +102	+2%	+$13.6K	0.37%	73
2023 Q3	$553K	Buy	4,714 +240	+5%	+$28.4K	0.34%	76
2023 Q2	$572K	Buy	+4,474	New	+$466K	0.36%	78

Other funds holding PANW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kensington Investment Counsel's PANW Position: Q1 2026 in Review

Kensington Investment Counsel reduced its Palo Alto Networks (PANW) stake by 0.78% in Q1 2026, selling an estimated $6.22K and leaving 4,703 shares worth $754K. The position accounts for 0.36% of the portfolio, ranked #56.

Kensington Investment Counsel first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q3 2024. 2,466 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Kensington Investment Counsel held 4,703 shares of Palo Alto Networks worth $754K as of Q1 2026.
Kensington Investment Counsel sold 37 Palo Alto Networks shares in Q1 2026, an estimated $6.22K.
Palo Alto Networks made up 0.36% of Kensington Investment Counsel's portfolio in Q1 2026, its #56 holding.
Kensington Investment Counsel first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
Kensington Investment Counsel's Palo Alto Networks position peaked at $1.07M in Q3 2024.
2,466 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Kensington Investment Counsel's 13F filing for Q1 2026, filed 19 May 2026.