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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
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 $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

Naples Global Advisors's PANW Position: Q1 2026 in Review

Naples Global Advisors reduced its Palo Alto Networks (PANW) stake by 16% in Q1 2026, selling an estimated $74.9K and leaving 2,319 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #363.

Naples Global Advisors first reported a position in PANW in Q2 2025 and has held it in 4 quarters since. The position peaked at $587K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Naples Global Advisors held 2,319 shares of Palo Alto Networks worth $372K as of Q1 2026.
  • Naples Global Advisors sold 446 Palo Alto Networks shares in Q1 2026, an estimated $74.9K.
  • Palo Alto Networks made up 0.03% of Naples Global Advisors's portfolio in Q1 2026, its #363 holding.
  • Naples Global Advisors first reported a position in Palo Alto Networks in Q2 2025 and has held it in 4 quarters since.
  • Naples Global Advisors's Palo Alto Networks position peaked at $587K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.