Nicollet Investment Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.49M | Sell |
15,523
-876
| -5% | -$147K | 0.85% | 34 |
|
|
2025
Q4 | $3.02M | Sell |
16,399
-15,550
| -49% | -$3.14M | 0.96% | 32 |
|
|
2025
Q3 | $6.5M | Sell |
31,949
-1,480
| -4% | -$283K | 2.12% | 14 |
|
|
2025
Q2 | $6.84M | Sell |
33,429
-916
| -3% | -$170K | 2.29% | 12 |
|
|
2025
Q1 | $5.86M | Buy |
34,345
+2,593
| +8% | +$479K | 2.06% | 15 |
|
|
2024
Q4 | $5.78M | Sell |
31,752
-166
| -0.5% | -$31.4K | 1.98% | 16 |
|
|
2024
Q3 | $5.46M | Buy |
31,918
+104
| +0.3% | +$17.5K | 1.89% | 20 |
|
|
2024
Q2 | $5.39M | Sell |
31,814
-860
| -3% | -$129K | 2.01% | 17 |
|
|
2024
Q1 | $4.64M | Buy |
32,674
+244
| +0.8% | +$38.5K | 1.71% | 22 |
|
|
2023
Q4 | $4.78M | Buy |
32,430
+542
| +2% | +$72.5K | 1.95% | 15 |
|
|
2023
Q3 | $3.74M | Sell |
31,888
-554
| -2% | -$65.6K | 1.67% | 22 |
|
|
2023
Q2 | $4.14M | Buy |
32,442
+696
| +2% | +$72.4K | 1.85% | 17 |
|
|
2023
Q1 | $3.17M | Sell |
31,746
-1,262
| -4% | -$107K | 1.65% | 21 |
|
|
2022
Q4 | $2.3M | Sell |
33,008
-250
| -0.8% | -$20.1K | 1.33% | 28 |
|
|
2022
Q3 | $2.72M | Buy |
33,258
+228
| +0.7% | +$19.7K | 1.49% | 22 |
|
|
2022
Q2 | $2.72M | Buy |
33,030
+408
| +1% | +$36.2K | 1.47% | 22 |
|
|
2022
Q1 | $3.38M | Sell |
32,622
-1,116
| -3% | -$99.9K | 1.5% | 19 |
|
|
2021
Q4 | $3.13M | Sell |
33,738
-468
| -1% | -$40.5K | 1.26% | 23 |
|
|
2021
Q3 | $2.73M | Buy |
34,206
+150
| +0.4% | +$10.5K | 1.15% | 27 |
|
|
2021
Q2 | $2.11M | Sell |
34,056
-132
| -0.4% | -$7.82K | 0.86% | 33 |
|
|
2021
Q1 | $1.83M | Buy |
34,188
+216
| +0.6% | +$12.8K | 0.8% | 36 |
|
|
2020
Q4 | $2.01M | Buy |
33,972
+1,332
| +4% | +$62.2K | 0.9% | 33 |
|
|
2020
Q3 | $1.33M | Sell |
32,640
-342
| -1% | -$14.2K | 0.67% | 35 |
|
|
2020
Q2 | $1.26M | Buy |
32,982
+1,020
| +3% | +$35.9K | 0.7% | 35 |
|
|
2020
Q1 | $873K | Sell |
31,962
-720
| -2% | -$25.1K | 0.65% | 35 |
|
|
2019
Q4 | $1.26K | Buy |
32,682
+102
| +0.3% | +$3.86K | 0.59% | 41 |
|
|
2019
Q3 | $1.11M | Buy |
32,580
+390
| +1% | +$13.8K | 0.7% | 42 |
|
|
2019
Q2 | $1.09M | Buy |
32,190
+360
| +1% | +$13.5K | 0.69% | 43 |
|
|
2019
Q1 | $1.29M | Buy |
31,830
+60
| +0.2% | +$2.23K | 0.85% | 38 |
|
|
2018
Q4 | $997K | Sell |
31,770
-240
| -0.7% | -$7.48K | 0.79% | 39 |
|
|
2018
Q3 | $1.2M | Buy |
32,010
+2,370
| +8% | +$86.3K | 0.78% | 38 |
|
|
2018
Q2 | $1.01M | Buy |
29,640
+330
| +1% | +$11K | 0.73% | 41 |
|
|
2018
Q1 | $887K | Buy |
29,310
+90
| +0.3% | +$2.5K | 0.69% | 43 |
|
|
2017
Q4 | $706K | Buy |
+29,220
| New | +$711K | 0.58% | 48 |
|
Other funds holding PANW
VCM
VPM
Nicollet Investment Management's PANW Position: Q1 2026 in Review
Nicollet Investment Management reduced its Palo Alto Networks (PANW) stake by 5.3% in Q1 2026, selling an estimated $147K and leaving 15,523 shares worth $2.49M. The position accounts for 0.85% of the portfolio, ranked #34.
Nicollet Investment Management first reported a position in PANW in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.84M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Nicollet Investment Management held 15,523 shares of Palo Alto Networks worth $2.49M as of Q1 2026.
- Nicollet Investment Management sold 876 Palo Alto Networks shares in Q1 2026, an estimated $147K.
- Palo Alto Networks made up 0.85% of Nicollet Investment Management's portfolio in Q1 2026, its #34 holding.
- Nicollet Investment Management first reported a position in Palo Alto Networks in Q4 2017 and has held it in 34 quarters since.
- Nicollet Investment Management's Palo Alto Networks position peaked at $6.84M in Q2 2025.
- 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Nicollet Investment Management's 13F filing for Q1 2026, filed 13 May 2026.