Naples Global Advisors
PANW icon

Naples Global Advisors’s Palo Alto Networks PANW Stock Holding History

Naples Global Advisors’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 		$905K Sell
2,279
-50
-2% -$17.8K 0.06% 258
2026
Q2 		$794K Buy
2,329
+10
+0.4% +$2.29K 0.05% 279
2026
Q1 		$372K Sell
2,319
-446
-16% -$74.9K 0.03% 363
2025
Q4 		$509K Sell
2,765
-119
-4% -$24K 0.04% 328
2025
Q3 		$587K Buy
2,884
+1,722
+148% +$330K 0.05% 296
2025
Q2 		$238K Buy
+1,162
New +$216K 0.02% 392

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

Naples Global Advisors's PANW Position: Q3 2026 in Review

Naples Global Advisors reduced its Palo Alto Networks (PANW) stake by 2.1% in Q3 2026, selling an estimated $17.8K and leaving 2,279 shares worth $905K. The position accounts for 0.06% of the portfolio, ranked #258.

Naples Global Advisors first reported a position in PANW in Q2 2025 and has held it in 6 quarters since. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Naples Global Advisors held 2,279 shares of Palo Alto Networks worth $905K as of Q3 2026.
  • Naples Global Advisors sold 50 Palo Alto Networks shares in Q3 2026, an estimated $17.8K.
  • Palo Alto Networks made up 0.06% of Naples Global Advisors's portfolio in Q3 2026, its #258 holding.
  • Naples Global Advisors first reported a position in Palo Alto Networks in Q2 2025 and has held it in 6 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Naples Global Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.