MJP Associates’s Palo Alto Networks PANW Stock Holding History

MJP Associates’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	$531K	Buy	3,311 +519	+19%	+$87.2K	0.06%	101
2025 Q4	$514K	Buy	2,792 +38	+1%	+$7.67K	0.06%	127
2025 Q3	$561K	Buy	2,754 +95	+4%	+$18.2K	0.07%	116
2025 Q2	$544K	Sell	2,659 -39	-1%	-$7.24K	0.08%	117
2025 Q1	$460K	Buy	2,698 +67	+3%	+$12.4K	0.08%	122
2024 Q4	$479K	Sell	2,631 -193	-7%	-$36.5K	0.09%	118
2024 Q3	$483K	Sell	2,824 -178	-6%	-$30K	0.09%	113
2024 Q2	$509K	Sell	3,002 -1,736	-37%	-$260K	0.11%	100
2024 Q1	$673K	Buy	4,738 +344	+8%	+$54.3K	0.15%	76
2023 Q4	$648K	Buy	4,394 +8	+0.2%	+$1.07K	0.17%	64
2023 Q3	$514K	Buy	4,386 +2,030	+86%	+$240K	0.15%	71
2023 Q2	$301K	Buy	+2,356	New	+$245K	0.1%	96

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

MJP Associates's PANW Position: Q1 2026 in Review

MJP Associates increased its Palo Alto Networks (PANW) stake by 19% in Q1 2026, buying an estimated $87.2K and bringing the position to 3,311 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #101.

MJP Associates first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $673K in Q1 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

MJP Associates held 3,311 shares of Palo Alto Networks worth $531K as of Q1 2026.
MJP Associates bought 519 Palo Alto Networks shares in Q1 2026, an estimated $87.2K.
Palo Alto Networks made up 0.06% of MJP Associates's portfolio in Q1 2026, its #101 holding.
MJP Associates first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
MJP Associates's Palo Alto Networks position peaked at $673K in Q1 2024.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.