Montag & Caldwell’s Palo Alto Networks PANW Stock Holding History

Montag & Caldwell’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 Q2	$16.3M	Buy	79,659 +34,232	+75%	+$6.36M	3.57%	7
2025 Q1	$7.75M	Buy	45,427 +17,533	+63%	+$3.24M	1.8%	26
2024 Q4	$5.08M	Sell	27,894 -3,120	-10%	-$589K	1.08%	30
2024 Q3	$5.3M	Sell	31,014 -1,318	-4%	-$222K	1.08%	29
2024 Q2	$5.48M	Sell	32,332 -9,098	-22%	-$1.36M	1.11%	29
2024 Q1	$5.89M	Sell	41,430 -56,140	-58%	-$8.86M	1.01%	29
2023 Q4	$14.4M	Sell	97,570 -53,822	-36%	-$7.2M	2.51%	21
2023 Q3	$17.7M	Buy	151,392 +70,164	+86%	+$8.3M	2.28%	23
2023 Q2	$10.4M	Buy	81,228 +2,526	+3%	+$263K	1.27%	31
2023 Q1	$7.86M	Buy	+78,702	New	+$6.67M	1.06%	32

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Montag & Caldwell's PANW Position: Q2 2025 in Review

Montag & Caldwell increased its Palo Alto Networks (PANW) stake by 75% in Q2 2025, buying an estimated $6.36M and bringing the position to 79,659 shares worth $16.3M. The position accounts for 3.57% of the portfolio, ranked #7.

Montag & Caldwell first reported a position in PANW in Q1 2023 and has held it in 10 quarters since. The position peaked at $17.7M in Q3 2023. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Montag & Caldwell held 79,659 shares of Palo Alto Networks worth $16.3M as of Q2 2025.
Montag & Caldwell bought 34,232 Palo Alto Networks shares in Q2 2025, an estimated $6.36M.
Palo Alto Networks made up 3.57% of Montag & Caldwell's portfolio in Q2 2025, its #7 holding.
Montag & Caldwell first reported a position in Palo Alto Networks in Q1 2023 and has held it in 10 quarters since.
Montag & Caldwell's Palo Alto Networks position peaked at $17.7M in Q3 2023.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.