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MIG Capital’s Palo Alto Networks PANW Stock Holding History

MIG Capital’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
2025
Q4 		$2.68M Buy
+14,548
New +$2.94M 0.45% 40
2025
Q1 		– Sell
-1,772
Closed -$322K – 82
2024
Q4 		$322K Buy
+1,772
New +$335K 0.03% 63

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIG Capital's PANW Position: Q4 2025 in Review

MIG Capital opened a new position in Palo Alto Networks (PANW) in Q4 2025: 14,548 shares worth $2.68M. The stake represents 0.45% of the portfolio and ranks #40 among its holdings. This is a return to the name: MIG Capital previously reported a position in PANW as recently as Q4 2024.

MIG Capital first reported a position in PANW in Q4 2024 and has held it in 2 quarters since. 2,524 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • MIG Capital held 14,548 shares of Palo Alto Networks worth $2.68M as of Q4 2025.
  • Palo Alto Networks was a new MIG Capital position in Q4 2025.
  • Palo Alto Networks made up 0.45% of MIG Capital's portfolio in Q4 2025, its #40 holding.
  • MIG Capital first reported a position in Palo Alto Networks in Q4 2024 and has held it in 2 quarters since.
  • 2,524 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on MIG Capital's 13F filing for Q4 2025, filed 17 Feb 2026.