MU
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Mirova US’s Palo Alto Networks PANW Stock Holding History

Mirova US’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 		$257M Sell
1,602,712
-65,125
-4% -$10.9M 2.92% 15
2025
Q4 		$307M Sell
1,667,837
-49,457
-3% -$9.98M 3.08% 13
2025
Q3 		$350M Sell
1,717,294
-65,280
-4% -$12.5M 3.53% 9
2025
Q2 		$365M Buy
1,782,574
+71,888
+4% +$13.3M 3.78% 7
2025
Q1 		$292M Buy
1,710,686
+58,722
+4% +$10.9M 3.47% 12
2024
Q4 		$301M Sell
1,651,964
-49,616
-3% -$9.37M 3.61% 11
2024
Q3 		$291M Buy
1,701,580
+14,686
+0.9% +$2.47M 3.34% 13
2024
Q2 		$286M Buy
1,686,894
+34,120
+2% +$5.1M 3.56% 12
2024
Q1 		$235M Buy
1,652,774
+929,508
+129% +$147M 3.16% 16
2023
Q4 		$107M Buy
+723,266
New +$96.7M 1.61% 22

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mirova US's PANW Position: Q1 2026 in Review

Mirova US reduced its Palo Alto Networks (PANW) stake by 3.9% in Q1 2026, selling an estimated $10.9M and leaving 1,602,712 shares worth $257M. The position accounts for 2.92% of the portfolio, ranked #15.

Mirova US first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $365M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Mirova US held 1,602,712 shares of Palo Alto Networks worth $257M as of Q1 2026.
  • Mirova US sold 65,125 Palo Alto Networks shares in Q1 2026, an estimated $10.9M.
  • Palo Alto Networks made up 2.92% of Mirova US's portfolio in Q1 2026, its #15 holding.
  • Mirova US first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
  • Mirova US's Palo Alto Networks position peaked at $365M in Q2 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Mirova US's 13F filing for Q1 2026, filed 11 May 2026.