Middleton & Co’s Palo Alto Networks PANW Stock Holding History

Middleton & Co’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	$16.2M	Buy	101,264 +4,155	+4%	+$698K	1.85%	13
2025 Q4	$17.9M	Sell	97,109 -89	-0.1%	-$18K	1.9%	12
2025 Q3	$19.8M	Sell	97,198 -168	-0.2%	-$32.2K	2.14%	11
2025 Q2	$19.9M	Sell	97,366 -766	-0.8%	-$142K	2.24%	11
2025 Q1	$16.7M	Sell	98,132 -5,472	-5%	-$1.01M	1.96%	12
2024 Q4	$18.9M	Buy	103,604 +722	+0.7%	+$136K	2.08%	13
2024 Q3	$17.6M	Buy	102,882 +464	+0.5%	+$78.1K	1.94%	13
2024 Q2	$17.4M	Sell	102,418 -678	-0.7%	-$101K	2.02%	12
2024 Q1	$14.6M	Buy	103,096 +18,084	+21%	+$2.85M	1.69%	19
2023 Q4	$12.5M	Buy	85,012 +3,152	+4%	+$421K	1.56%	21
2023 Q3	$9.6M	Buy	81,860 +1,448	+2%	+$171K	1.33%	28
2023 Q2	$10.3M	Buy	80,412 +7,176	+10%	+$747K	1.36%	27
2023 Q1	$7.31M	Buy	73,236 +6,690	+10%	+$567K	1.05%	39
2022 Q4	$4.64M	Buy	66,546 +8,182	+14%	+$657K	0.69%	48
2022 Q3	$4.78M	Sell	58,364 -10,552	-15%	-$914K	0.73%	48
2022 Q2	$5.67M	Sell	68,916 -510	-0.7%	-$45.2K	0.73%	49
2022 Q1	$7.2M	Buy	69,426 +1,644	+2%	+$147K	0.77%	46
2021 Q4	$6.29M	Buy	67,782 +1,128	+2%	+$97.6K	0.61%	55
2021 Q3	$5.32M	Sell	66,654 -276	-0.4%	-$19.4K	0.57%	55
2021 Q2	$4.14M	Buy	66,930 +9,984	+18%	+$592K	0.45%	57
2021 Q1	$3.06M	Sell	56,946 -1,458	-2%	-$86.7K	0.34%	69
2020 Q4	$3.46M	Sell	58,404 -240	-0.4%	-$11.2K	0.41%	60
2020 Q3	$2.39M	Buy	58,644 +18	+0%	+$749	0.32%	69
2020 Q2	$2.24M	Sell	58,626 -300	-0.5%	-$10.6K	0.32%	73
2020 Q1	$1.61M	Sell	58,926 -600	-1%	-$20.9K	0.28%	75
2019 Q4	$2.29M	Buy	59,526 +9,696	+19%	+$367K	0.33%	72
2019 Q3	$1.69M	Buy	49,830 +480	+1%	+$17K	0.26%	76
2019 Q2	$1.68M	Sell	49,350 -30	-0.1%	-$1.12K	0.26%	78
2019 Q1	$2M	Buy	49,380 +4,830	+11%	+$179K	0.32%	73
2018 Q4	$1.4M	Buy	44,550 +15,354	+53%	+$479K	0.26%	78
2018 Q3	$1.1M	Hold	29,196	–	–	0.17%	97
2018 Q2	$1M	Buy	29,196 +1,236	+4%	+$41.2K	0.17%	99
2018 Q1	$846K	Buy	27,960 +900	+3%	+$25K	0.15%	106
2017 Q4	$654K	Sell	27,060 -30,900	-53%	-$752K	0.11%	119
2017 Q3	$1.39M	Buy	57,960 +20,670	+55%	+$471K	0.25%	88
2017 Q2	$832K	Sell	37,290 -390	-1%	-$7.88K	0.18%	87
2017 Q1	$708K	Sell	37,680 -1,110	-3%	-$24.8K	0.16%	95
2016 Q4	$808K	Sell	38,790 -18,480	-32%	-$443K	0.18%	93
2016 Q3	$1.52M	Buy	57,270 +390	+0.7%	+$8.89K	0.34%	71
2016 Q2	$1.16M	Sell	56,880 -5,910	-9%	-$137K	0.27%	80
2016 Q1	$1.71M	Buy	62,790 +27,846	+80%	+$685K	0.4%	64
2015 Q4	$1.03M	Sell	34,944 -834	-2%	-$24.1K	0.23%	78
2015 Q3	$1.03M	Sell	35,778 -786	-2%	-$23.2K	0.24%	82
2015 Q2	$1.06M	Buy	36,564 +12,234	+50%	+$327K	0.23%	82
2015 Q1	$592K	Buy	+24,330	New	+$545K	0.13%	113
2014 Q4	–	Sell	-13,650	Closed	-$223K	–	158
2014 Q3	$223K	Sell	13,650 -2,250	-14%	-$32.3K	0.05%	149
2014 Q2	$222K	Buy	+15,900	New	+$186K	0.05%	148

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

Middleton & Co's PANW Position: Q1 2026 in Review

Middleton & Co increased its Palo Alto Networks (PANW) stake by 4.3% in Q1 2026, buying an estimated $698K and bringing the position to 101,264 shares worth $16.2M. The position accounts for 1.85% of the portfolio, ranked #13.

Middleton & Co first reported a position in PANW in Q2 2014 and has held it in 47 quarters since. The position peaked at $19.9M in Q2 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Middleton & Co held 101,264 shares of Palo Alto Networks worth $16.2M as of Q1 2026.
Middleton & Co bought 4,155 Palo Alto Networks shares in Q1 2026, an estimated $698K.
Palo Alto Networks made up 1.85% of Middleton & Co's portfolio in Q1 2026, its #13 holding.
Middleton & Co first reported a position in Palo Alto Networks in Q2 2014 and has held it in 47 quarters since.
Middleton & Co's Palo Alto Networks position peaked at $19.9M in Q2 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.