MA
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Montag & Associates’s Palo Alto Networks PANW Stock Holding History

Montag & 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 		$946K Sell
5,901
-4,222
-42% -$709K 0.04% 253
2025
Q4 		$1.86M Sell
10,123
-641
-6% -$129K 0.09% 171
2025
Q3 		$2.19M Buy
10,764
+58
+0.5% +$11.1K 0.1% 165
2025
Q2 		$2.19M Buy
10,706
+2,417
+29% +$449K 0.11% 153
2025
Q1 		$1.41M Buy
8,289
+4,514
+120% +$835K 0.07% 200
2024
Q4 		$687K Sell
3,775
-1
-0% -$189 0.03% 286
2024
Q3 		$645K Sell
3,776
-14
-0.4% -$2.36K 0.03% 295
2024
Q2 		$642K Hold
3,790
– – 0.03% 278
2024
Q1 		$538K Sell
3,790
-2,916
-43% -$460K 0.03% 315
2023
Q4 		$989K Sell
6,706
-112
-2% -$15K 0.06% 227
2023
Q3 		$799K Buy
6,818
+478
+8% +$56.6K 0.05% 246
2023
Q2 		$810K Buy
6,340
+826
+15% +$86K 0.05% 236
2023
Q1 		$551K Buy
5,514
+848
+18% +$71.9K 0.04% 267
2022
Q4 		$326K Sell
4,666
-8,046
-63% -$646K 0.02% 311
2022
Q3 		$1.04M Buy
12,712
+10,090
+385% +$874K 0.07% 194
2022
Q2 		$216K Sell
2,622
-1,968
-43% -$175K 0.01% 353
2022
Q1 		$476K Hold
4,590
– – 0.03% 299
2021
Q4 		$426K Hold
4,590
– – 0.02% 311
2021
Q3 		$366K Buy
4,590
+450
+11% +$31.6K 0.02% 317
2021
Q2 		$256K Buy
4,140
+30
+0.7% +$1.78K 0.01% 360
2021
Q1 		$221K Hold
4,110
– – 0.01% 374
2020
Q4 		$243K Sell
4,110
-4,422
-52% -$207K 0.01% 338
2020
Q3 		$348K Sell
8,532
-3,102
-27% -$129K 0.03% 254
2020
Q2 		$445K Sell
11,634
-102
-0.9% -$3.59K 0.04% 228
2020
Q1 		$321K Buy
11,736
+402
+4% +$14K 0.03% 242
2019
Q4 		$437K Hold
11,334
– – 0.03% 239
2019
Q3 		$385K Sell
11,334
-82,800
-88% -$2.93M 0.03% 239
2019
Q2 		$3.2M Buy
94,134
+20,730
+28% +$775K 0.29% 88
2019
Q1 		$2.97M Buy
73,404
+59,502
+428% +$2.21M 0.28% 94
2018
Q4 		$436K Sell
13,902
-3,072
-18% -$95.8K 0.05% 213
2018
Q3 		$637K Buy
16,974
+120
+0.7% +$4.37K 0.06% 219
2018
Q2 		$577K Buy
16,854
+744
+5% +$24.8K 0.06% 203
2018
Q1 		$487K Buy
+16,110
New +$448K 0.05% 210

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

Montag & Associates's PANW Position: Q1 2026 in Review

Montag & Associates reduced its Palo Alto Networks (PANW) stake by 42% in Q1 2026, selling an estimated $709K and leaving 5,901 shares worth $946K. The position accounts for 0.04% of the portfolio, ranked #253.

Montag & Associates first reported a position in PANW in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.2M in Q2 2019. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Montag & Associates held 5,901 shares of Palo Alto Networks worth $946K as of Q1 2026.
  • Montag & Associates sold 4,222 Palo Alto Networks shares in Q1 2026, an estimated $709K.
  • Palo Alto Networks made up 0.04% of Montag & Associates's portfolio in Q1 2026, its #253 holding.
  • Montag & Associates first reported a position in Palo Alto Networks in Q1 2018 and has held it in 33 quarters since.
  • Montag & Associates's Palo Alto Networks position peaked at $3.2M in Q2 2019.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.