M.D. Sass LLC’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.1M	Buy	50,516 +14,288	+39%	+$2.4M	0.61%	25
2025 Q4	$6.67M	Hold	36,228	–	–	0.53%	24
2025 Q3	$7.38M	Buy	36,228 +8,516	+31%	+$1.63M	0.6%	25
2025 Q2	$5.67M	Hold	27,712	–	–	0.46%	26
2025 Q1	$4.73M	Sell	27,712 -4,332	-14%	-$801K	0.42%	27
2024 Q4	$5.83M	Buy	32,044 +7,186	+29%	+$1.36M	0.45%	27
2024 Q3	$4.25M	Sell	24,858 -3,390	-12%	-$571K	0.33%	28
2024 Q2	$4.79M	Sell	28,248 -69,368	-71%	-$10.4M	0.39%	28
2024 Q1	$13.9M	Sell	97,616 -7,086	-7%	-$1.12M	1.64%	26
2023 Q4	$15.4M	Sell	104,702 -6,240	-6%	-$834K	2%	22
2023 Q3	$13M	Buy	+110,942	New	+$13.1M	1.8%	22