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	$401K	Sell	2,500 -2,000	-44%	-$336K	﹤0.01%	1419
2025 Q4	$829K	Sell	4,500 -800	-15%	-$161K	﹤0.01%	1085
2025 Q3	$1.08M	Buy	5,300 +500	+10%	+$95.7K	﹤0.01%	924
2025 Q2	$982K	Buy	+4,800	New	+$891K	﹤0.01%	854

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

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.