Marsico Capital Management’s Palo Alto Networks PANW Stock Holding History

Marsico Capital Management’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
2024 Q1	–	Sell	-80,526	Closed	-$11.9M	–	74
2023 Q4	$11.9M	Hold	80,526	–	–	0.46%	32
2023 Q3	$9.44M	Buy	80,526 +598	+0.7%	+$70.8K	0.4%	34
2023 Q2	$10.2M	Hold	79,928	–	–	0.41%	36
2023 Q1	$7.98M	Hold	79,928	–	–	0.37%	39
2022 Q4	$5.58M	Buy	+79,928	New	+$6.42M	0.29%	48
2017 Q2	–	Sell	-118,656	Closed	-$2.23M	–	108
2017 Q1	$2.23M	Sell	118,656 -61,104	-34%	-$1.37M	0.1%	90
2016 Q4	$3.75M	Hold	179,760	–	–	0.17%	67
2016 Q3	$4.77M	Buy	179,760 +12,138	+7%	+$277K	0.18%	60
2016 Q2	$3.43M	Buy	167,622 +15,714	+10%	+$364K	0.12%	73
2016 Q1	$4.13M	Sell	151,908 -1,079,298	-88%	-$26.5M	0.12%	62
2015 Q4	$36.1M	Sell	1,231,206 -1,673,670	-58%	-$48.3M	0.64%	30
2015 Q3	$83.3M	Buy	2,904,876 +225,504	+8%	+$6.65M	0.87%	32
2015 Q2	$78M	Buy	2,679,372 +2,059,206	+332%	+$55M	0.69%	35
2015 Q1	$15.1M	Buy	620,166 +245,832	+66%	+$5.5M	0.13%	75
2014 Q4	$7.65M	Buy	+374,334	New	+$6.9M	0.06%	79

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marsico Capital Management's PANW Position: Q1 2024 in Review

Marsico Capital Management sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 80,526 shares — an estimated $11.9M sold.

Marsico Capital Management first reported a position in PANW in Q4 2014 and held it in 15 quarters. The position peaked at $83.3M in Q3 2015. 1,899 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Marsico Capital Management reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Marsico Capital Management sold 80,526 Palo Alto Networks shares in Q1 2024, an estimated $11.9M.
Marsico Capital Management first reported a position in Palo Alto Networks in Q4 2014 and held it in 15 quarters.
Marsico Capital Management's Palo Alto Networks position peaked at $83.3M in Q3 2015.
1,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Marsico Capital Management's 13F filing for Q1 2024, filed 13 May 2024.