NS Partners’s Palo Alto Networks PANW Stock Holding History

NS Partners’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	$8.87M	Buy	+22,329	New	+$7.95M	0.38%	61
2018 Q4	–	Sell	-117,336	Closed	-$4.4M	–	98
2018 Q3	$4.4M	Sell	117,336 -582	-0.5%	-$21.2K	0.42%	74
2018 Q2	$4.04M	Hold	117,918	–	–	0.41%	79
2018 Q1	$3.57M	Sell	117,918 -84	-0.1%	-$2.33K	0.38%	80
2017 Q4	$2.85M	Buy	118,002 +522	+0.4%	+$12.7K	0.31%	82
2017 Q3	$2.82M	Sell	117,480 -216	-0.2%	-$4.92K	0.34%	82
2017 Q2	$2.62M	Buy	117,696 +6,366	+6%	+$129K	0.34%	76
2017 Q1	$2.09M	Buy	111,330 +234	+0.2%	+$5.23K	0.3%	82
2016 Q4	$2.32M	Buy	111,096 +1,470	+1%	+$35.2K	0.36%	86
2016 Q3	$2.91M	Buy	+109,626	New	+$2.5M	0.47%	81

Other funds holding PANW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

NS Partners's PANW Position: Q3 2026 in Review

NS Partners opened a new position in Palo Alto Networks (PANW) in Q3 2026: 22,329 shares worth $8.87M. The stake represents 0.38% of the portfolio and ranks #61 among its holdings. This is a return to the name: NS Partners previously reported a position in PANW as recently as Q3 2018.

NS Partners first reported a position in PANW in Q3 2016 and has held it in 10 quarters since. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

NS Partners held 22,329 shares of Palo Alto Networks worth $8.87M as of Q3 2026.
Palo Alto Networks was a new NS Partners position in Q3 2026.
Palo Alto Networks made up 0.38% of NS Partners's portfolio in Q3 2026, its #61 holding.
NS Partners first reported a position in Palo Alto Networks in Q3 2016 and has held it in 10 quarters since.
2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on NS Partners's 13F filing for Q3 2026, filed 10 Nov 2026.