Marino Stram & Associates’s Palo Alto Networks PANW Stock Holding History

Marino Stram & Associates’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	$781K	Sell	4,874 -40	-0.8%	-$6.72K	0.14%	96
2025 Q4	$905K	Sell	4,914 -3,776	-43%	-$762K	0.16%	89
2025 Q3	$1.77M	Buy	8,690 +3,776	+77%	+$723K	0.32%	51
2025 Q2	$1.01M	Hold	4,914	–	–	0.2%	83
2025 Q1	$839K	Hold	4,914	–	–	0.19%	91
2024 Q4	$894K	Hold	4,914	–	–	0.2%	85
2024 Q3	$840K	Buy	4,914 +40	+0.8%	+$6.73K	0.19%	92
2024 Q2	$826K	Sell	4,874 -22	-0.4%	-$3.29K	0.2%	83
2024 Q1	$696K	Sell	4,896 -16	-0.3%	-$2.52K	0.16%	92
2023 Q4	$724K	Buy	4,912 +32	+0.7%	+$4.28K	0.19%	86
2023 Q3	$572K	Sell	4,880 -10	-0.2%	-$1.18K	0.17%	91
2023 Q2	$625K	Hold	4,890	–	–	0.18%	88
2023 Q1	$488K	Hold	4,890	–	–	0.15%	98
2022 Q4	$341K	Hold	4,890	–	–	0.11%	111
2022 Q3	$400K	Hold	4,890	–	–	0.14%	100
2022 Q2	$403K	Hold	4,890	–	–	0.14%	105
2022 Q1	$507K	Buy	4,890 +36	+0.7%	+$3.22K	0.16%	100
2021 Q4	$450K	Hold	4,854	–	–	0.14%	106
2021 Q3	$388K	Buy	+4,854	New	+$341K	0.13%	107
2021 Q2	–	Sell	-4,524	Closed	-$243K	–	290
2021 Q1	$243K	Buy	4,524 +690	+18%	+$41K	0.1%	122
2020 Q4	$227K	Buy	+3,834	New	+$179K	0.1%	113

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

Marino Stram & Associates's PANW Position: Q1 2026 in Review

Marino Stram & Associates reduced its Palo Alto Networks (PANW) stake by 0.81% in Q1 2026, selling an estimated $6.72K and leaving 4,874 shares worth $781K. The position accounts for 0.14% of the portfolio, ranked #96.

Marino Stram & Associates first reported a position in PANW in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.77M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Marino Stram & Associates held 4,874 shares of Palo Alto Networks worth $781K as of Q1 2026.
Marino Stram & Associates sold 40 Palo Alto Networks shares in Q1 2026, an estimated $6.72K.
Palo Alto Networks made up 0.14% of Marino Stram & Associates's portfolio in Q1 2026, its #96 holding.
Marino Stram & Associates first reported a position in Palo Alto Networks in Q4 2020 and has held it in 21 quarters since.
Marino Stram & Associates's Palo Alto Networks position peaked at $1.77M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.