ODDO BHF Asset Management’s Palo Alto Networks PANW Stock Holding History

ODDO BHF Asset Management’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	$8.18M	Sell	51,025 -37,802	-43%	-$6.35M	0.32%	73
2025 Q4	$16.4M	Buy	88,827 +38,968	+78%	+$7.86M	0.61%	42
2025 Q3	$10.2M	Buy	49,859 +8,642	+21%	+$1.65M	0.39%	68
2025 Q2	$8.43M	Buy	41,217 +22,904	+125%	+$4.25M	0.33%	83
2025 Q1	$3.12M	Buy	18,313 +11,541	+170%	+$2.13M	0.13%	171
2024 Q4	$1.23M	Sell	6,772 -48,172	-88%	-$9.1M	0.06%	206
2024 Q3	$9.39M	Buy	+54,944	New	+$9.25M	0.47%	63

Other funds holding PANW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

ODDO BHF Asset Management's PANW Position: Q1 2026 in Review

ODDO BHF Asset Management reduced its Palo Alto Networks (PANW) stake by 43% in Q1 2026, selling an estimated $6.35M and leaving 51,025 shares worth $8.18M. The position accounts for 0.32% of the portfolio, ranked #73.

ODDO BHF Asset Management first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.4M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

ODDO BHF Asset Management held 51,025 shares of Palo Alto Networks worth $8.18M as of Q1 2026.
ODDO BHF Asset Management sold 37,802 Palo Alto Networks shares in Q1 2026, an estimated $6.35M.
Palo Alto Networks made up 0.32% of ODDO BHF Asset Management's portfolio in Q1 2026, its #73 holding.
ODDO BHF Asset Management first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
ODDO BHF Asset Management's Palo Alto Networks position peaked at $16.4M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on ODDO BHF Asset Management's 13F filing for Q1 2026, filed 18 May 2026.