Main Street Research’s Palo Alto Networks PANW Stock Holding History

Main Street Research’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	$5.45M	Buy	34,024 +20,789	+157%	+$3.49M	0.32%	36
2025 Q4	$2.44M	Sell	13,235 -21,217	-62%	-$4.28M	0.14%	44
2025 Q3	$7.02M	Buy	34,452 +21,306	+162%	+$4.08M	0.38%	36
2025 Q2	$2.69M	Sell	13,146 -650	-5%	-$121K	0.17%	43
2025 Q1	$2.35M	Sell	13,796 -440	-3%	-$81.4K	0.15%	47
2024 Q4	$2.59M	Buy	14,236 +926	+7%	+$175K	0.16%	47
2024 Q3	$2.27M	Sell	13,310 -482	-3%	-$81.1K	0.14%	48
2024 Q2	$2.34M	Sell	13,792 -180,306	-93%	-$27M	0.15%	44
2024 Q1	$27.6M	Buy	194,098 +6,856	+4%	+$1.08M	1.87%	26
2023 Q4	$27.6M	Buy	187,242 +1,136	+0.6%	+$152K	2.22%	16
2023 Q3	$21.8M	Buy	186,106 +182,666	+5,310%	+$21.6M	2.25%	20
2023 Q2	$439K	Buy	3,440 +200	+6%	+$20.8K	0.07%	66
2023 Q1	$324K	Sell	3,240 -25,662	-89%	-$2.17M	0.06%	71
2022 Q4	$2.02M	Hold	28,902	–	–	0.49%	25
2022 Q3	$2.37M	Buy	+28,902	New	+$2.5M	0.52%	23

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

Main Street Research's PANW Position: Q1 2026 in Review

Main Street Research increased its Palo Alto Networks (PANW) stake by 157% in Q1 2026, buying an estimated $3.49M and bringing the position to 34,024 shares worth $5.45M. The position accounts for 0.32% of the portfolio, ranked #36.

Main Street Research first reported a position in PANW in Q3 2022 and has held it in 15 quarters since. The position peaked at $27.6M in Q4 2023. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Main Street Research held 34,024 shares of Palo Alto Networks worth $5.45M as of Q1 2026.
Main Street Research bought 20,789 Palo Alto Networks shares in Q1 2026, an estimated $3.49M.
Palo Alto Networks made up 0.32% of Main Street Research's portfolio in Q1 2026, its #36 holding.
Main Street Research first reported a position in Palo Alto Networks in Q3 2022 and has held it in 15 quarters since.
Main Street Research's Palo Alto Networks position peaked at $27.6M in Q4 2023.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Main Street Research's 13F filing for Q1 2026, filed 30 Apr 2026.