Lebenthal Global Advisors’s Palo Alto Networks PANW Stock Holding History

Lebenthal Global Advisors’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	$1.63M	Buy	10,191 +985	+11%	+$165K	0.24%	69
2025 Q4	$1.7M	Buy	9,206 +961	+12%	+$194K	0.26%	63
2025 Q3	$1.68M	Buy	8,245 +762	+10%	+$146K	0.29%	58
2025 Q2	$1.53M	Sell	7,483 -6	-0.1%	-$1.11K	0.29%	58
2025 Q1	$1.28M	Sell	7,489 -408	-5%	-$75.4K	0.24%	56
2024 Q4	$1.44M	Buy	7,897 +963	+14%	+$182K	0.26%	60
2024 Q3	$1.19M	Buy	6,934 +326	+5%	+$54.9K	0.24%	60
2024 Q2	$1.12M	Buy	6,608 +492	+8%	+$73.6K	0.25%	55
2024 Q1	$869K	Buy	6,116 +336	+6%	+$53K	0.19%	66
2023 Q4	$852K	Buy	+5,780	New	+$773K	0.2%	65

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

Lebenthal Global Advisors's PANW Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Palo Alto Networks (PANW) stake by 11% in Q1 2026, buying an estimated $165K and bringing the position to 10,191 shares worth $1.63M. The position accounts for 0.24% of the portfolio, ranked #69.

Lebenthal Global Advisors first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.7M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Lebenthal Global Advisors held 10,191 shares of Palo Alto Networks worth $1.63M as of Q1 2026.
Lebenthal Global Advisors bought 985 Palo Alto Networks shares in Q1 2026, an estimated $165K.
Palo Alto Networks made up 0.24% of Lebenthal Global Advisors's portfolio in Q1 2026, its #69 holding.
Lebenthal Global Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Lebenthal Global Advisors's Palo Alto Networks position peaked at $1.7M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.