MAM
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Milestone Asset Management’s Palo Alto Networks PANW Stock Holding History

Milestone Asset 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
2026
Q3 		$250K Sell
629
-64
-9% -$22.8K 0.04% 215
2026
Q2 		$236K Buy
+693
New +$159K 0.04% 245

Other funds holding PANW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Milestone Asset Management's PANW Position: Q3 2026 in Review

Milestone Asset Management reduced its Palo Alto Networks (PANW) stake by 9.2% in Q3 2026, selling an estimated $22.8K and leaving 629 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #215.

Milestone Asset Management first reported a position in PANW in Q2 2026 and has held it in 2 quarters since. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Milestone Asset Management held 629 shares of Palo Alto Networks worth $250K as of Q3 2026.
  • Milestone Asset Management sold 64 Palo Alto Networks shares in Q3 2026, an estimated $22.8K.
  • Palo Alto Networks made up 0.04% of Milestone Asset Management's portfolio in Q3 2026, its #215 holding.
  • Milestone Asset Management first reported a position in Palo Alto Networks in Q2 2026 and has held it in 2 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.