Optima Capital’s Palo Alto Networks PANW Stock Holding History

Optima Capital’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	–	Sell	-122	Closed	-$22.5K	–	946
2025 Q4	$22.5K	Buy	+122	New	+$24.6K	0.01%	407

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

Optima Capital's PANW Position: Q1 2026 in Review

Optima Capital sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 122 shares — an estimated $22.5K sold.

Optima Capital first reported a position in PANW in Q4 2025 and held it in 1 quarter. The position peaked at $22.5K in Q4 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Optima Capital reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 122 Palo Alto Networks shares in Q1 2026, an estimated $22.5K.
Optima Capital first reported a position in Palo Alto Networks in Q4 2025 and held it in 1 quarter.
Optima Capital's Palo Alto Networks position peaked at $22.5K in Q4 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.