Lido Advisors
PANW icon

Lido Advisors’s Palo Alto Networks PANW Stock Holding History

Lido 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 		$45.4M Sell
282,970
-26,660
-9% -$4.48M 0.14% 101
2025
Q4 		$62.1M Buy
309,630
+1,976
+0.6% +$399K 0.19% 75
2025
Q3 		$62.6M Buy
307,654
+36,601
+14% +$7.01M 0.2% 70
2025
Q2 		$55.5M Buy
271,053
+25,355
+10% +$4.71M 0.22% 65
2025
Q1 		$41.9M Buy
245,698
+35,967
+17% +$6.65M 0.19% 74
2024
Q4 		$38.2M Buy
209,731
+12,451
+6% +$2.35M 0.17% 73
2024
Q3 		$33.7M Buy
197,280
+14,904
+8% +$2.51M 0.17% 64
2024
Q2 		$30.9M Sell
182,376
-75,712
-29% -$11.3M 0.17% 60
2024
Q1 		$36.7M Buy
258,088
+48,716
+23% +$7.68M 0.22% 51
2023
Q4 		$30.9M Buy
209,372
+65,136
+45% +$8.71M 0.21% 52
2023
Q3 		$16.9M Buy
144,236
+9,808
+7% +$1.16M 0.13% 90
2023
Q2 		$17.2M Buy
134,428
+23,084
+21% +$2.4M 0.12% 92
2023
Q1 		$11.1M Buy
111,344
+102,548
+1,166% +$8.69M 0.11% 115
2022
Q4 		$614K Buy
8,796
+5,428
+161% +$436K 0.01% 531
2022
Q3 		$275K Buy
+3,368
New +$292K ﹤0.01% 785
2019
Q3 		– Sell
-5,922
Closed -$201K – 604
2019
Q2 		$201K Buy
+5,922
New +$222K 0.01% 517
2019
Q1 		– Sell
-9,804
Closed -$307K – 539
2018
Q4 		$307K Buy
9,804
+288
+3% +$8.98K 0.03% 302
2018
Q3 		$357K Buy
9,516
+1,332
+16% +$48.5K 0.03% 302
2018
Q2 		$280K Buy
8,184
+954
+13% +$31.8K 0.03% 324
2018
Q1 		$218K Buy
+7,230
New +$201K 0.03% 342

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

Lido Advisors's PANW Position: Q1 2026 in Review

Lido Advisors reduced its Palo Alto Networks (PANW) stake by 8.6% in Q1 2026, selling an estimated $4.48M and leaving 282,970 shares worth $45.4M. The position accounts for 0.14% of the portfolio, ranked #101.

Lido Advisors first reported a position in PANW in Q1 2018 and has held it in 20 quarters since. The position peaked at $62.6M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Lido Advisors held 282,970 shares of Palo Alto Networks worth $45.4M as of Q1 2026.
  • Lido Advisors sold 26,660 Palo Alto Networks shares in Q1 2026, an estimated $4.48M.
  • Palo Alto Networks made up 0.14% of Lido Advisors's portfolio in Q1 2026, its #101 holding.
  • Lido Advisors first reported a position in Palo Alto Networks in Q1 2018 and has held it in 20 quarters since.
  • Lido Advisors's Palo Alto Networks position peaked at $62.6M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.