Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Palo Alto Networks PANW Stock Holding History

Kovitz Investment Group Partners’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 		$5.55M Sell
34,621
-4,434
-11% -$745K 0.13% 127
2025
Q4 		$7.19M Sell
39,055
-15,531
-28% -$3.13M 0.16% 120
2025
Q3 		$11.1M Buy
54,586
+8,945
+20% +$1.71M 0.04% 309
2025
Q2 		$9.34M Buy
45,641
+4,591
+11% +$853K 0.04% 322
2025
Q1 		$7M Buy
41,050
+20,383
+99% +$3.77M 0.04% 339
2024
Q4 		$3.76M Sell
20,667
-237
-1% -$44.8K 0.02% 458
2024
Q3 		$1.57M Buy
20,904
+11,760
+129% +$1.98M 0.01% 536
2024
Q2 		$1.55M Buy
9,144
+7,112
+350% +$1.06M 0.01% 465
2024
Q1 		$289K Buy
2,032
+120
+6% +$18.9K ﹤0.01% 589
2023
Q4 		$282K Buy
+1,912
New +$256K ﹤0.01% 365
2021
Q4 		– Sell
-9,888
Closed -$789K – 450
2021
Q3 		$789K Sell
9,888
-1,806
-15% -$127K 0.02% 323
2021
Q2 		$723K Buy
+11,694
New +$693K 0.01% 336
2019
Q4 		– Sell
-27,018
Closed -$918K – 378
2019
Q3 		$918K Buy
27,018
+8,610
+47% +$305K 0.03% 271
2019
Q2 		$625K Buy
18,408
+10,812
+142% +$404K 0.02% 300
2019
Q1 		$308K Buy
+7,596
New +$282K 0.01% 335

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kovitz Investment Group Partners's PANW Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Palo Alto Networks (PANW) stake by 11% in Q1 2026, selling an estimated $745K and leaving 34,621 shares worth $5.55M. The position accounts for 0.13% of the portfolio, ranked #127.

Kovitz Investment Group Partners first reported a position in PANW in Q1 2019 and has held it in 15 quarters since. The position peaked at $11.1M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Kovitz Investment Group Partners held 34,621 shares of Palo Alto Networks worth $5.55M as of Q1 2026.
  • Kovitz Investment Group Partners sold 4,434 Palo Alto Networks shares in Q1 2026, an estimated $745K.
  • Palo Alto Networks made up 0.13% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #127 holding.
  • Kovitz Investment Group Partners first reported a position in Palo Alto Networks in Q1 2019 and has held it in 15 quarters since.
  • Kovitz Investment Group Partners's Palo Alto Networks position peaked at $11.1M in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.