Mattson Financial Services’s Palo Alto Networks PANW Stock Holding History

Mattson Financial Services’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	$2.87M	Buy	17,917 +941	+6%	+$158K	0.69%	48
2025 Q4	$3.13M	Buy	16,976 +524	+3%	+$106K	0.73%	44
2025 Q3	$3.35M	Buy	16,452 +1,073	+7%	+$205K	0.8%	41
2025 Q2	$3.15M	Buy	15,379 +791	+5%	+$147K	0.85%	37
2025 Q1	$2.49M	Buy	14,588 +7,925	+119%	+$1.47M	0.75%	50
2024 Q4	$2.28M	Sell	6,663 -10,673	-62%	-$2.02M	0.72%	49
2024 Q3	$2.94M	Sell	17,336 -130	-0.7%	-$21.9K	1.05%	22
2024 Q2	$2.96M	Buy	+17,466	New	+$2.61M	1.05%	22

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

Mattson Financial Services's PANW Position: Q1 2026 in Review

Mattson Financial Services increased its Palo Alto Networks (PANW) stake by 5.5% in Q1 2026, buying an estimated $158K and bringing the position to 17,917 shares worth $2.87M. The position accounts for 0.69% of the portfolio, ranked #48.

Mattson Financial Services first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.35M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Mattson Financial Services held 17,917 shares of Palo Alto Networks worth $2.87M as of Q1 2026.
Mattson Financial Services bought 941 Palo Alto Networks shares in Q1 2026, an estimated $158K.
Palo Alto Networks made up 0.69% of Mattson Financial Services's portfolio in Q1 2026, its #48 holding.
Mattson Financial Services first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
Mattson Financial Services's Palo Alto Networks position peaked at $3.35M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.