Ostrum Asset Management’s Palo Alto Networks PANW Stock Holding History

Ostrum 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	$4.67M	Sell	29,110 -14,710	-34%	-$2.47M	0.26%	56
2025 Q4	$8.07M	Sell	43,820 -570	-1%	-$115K	0.39%	35
2025 Q3	$9.04M	Buy	44,390 +3,565	+9%	+$682K	0.41%	34
2025 Q2	$8.35M	Buy	40,825 +4,920	+14%	+$914K	0.39%	39
2025 Q1	$6.13M	Buy	35,905 +17,246	+92%	+$3.19M	0.32%	47
2024 Q4	$3.4M	Buy	18,659 +477	+3%	+$90.1K	0.29%	87
2024 Q3	$3.11M	Sell	18,182 -808	-4%	-$136K	0.26%	121
2024 Q2	$3.22M	Sell	18,990 -5,142	-21%	-$769K	0.28%	101
2024 Q1	$3.43M	Sell	24,132 -5,938	-20%	-$937K	0.27%	105
2023 Q4	$4.43M	Sell	30,070 -12,660	-30%	-$1.69M	0.39%	66
2023 Q3	$5.01M	Sell	42,730 -9,890	-19%	-$1.17M	0.46%	43
2023 Q2	$6.72M	Sell	52,620 -320	-0.6%	-$33.3K	0.56%	24
2023 Q1	$5.29M	Buy	+52,940	New	+$4.49M	0.46%	42
2020 Q1	–	Sell	-36,000	Closed	-$1.39M	–	69
2019 Q4	$1.39M	Hold	36,000	–	–	0.66%	35
2019 Q3	$1.22M	Sell	36,000 -40,800	-53%	-$1.44M	0.61%	40
2019 Q2	$2.61M	Buy	76,800 +9,780	+15%	+$366K	0.72%	44
2019 Q1	$2.71M	Buy	67,020 +3,720	+6%	+$138K	0.89%	20
2018 Q4	$1.99M	Buy	+63,300	New	+$1.97M	0.78%	25

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

Ostrum Asset Management's PANW Position: Q1 2026 in Review

Ostrum Asset Management reduced its Palo Alto Networks (PANW) stake by 34% in Q1 2026, selling an estimated $2.47M and leaving 29,110 shares worth $4.67M. The position accounts for 0.26% of the portfolio, ranked #56.

Ostrum Asset Management first reported a position in PANW in Q4 2018 and has held it in 18 quarters since. The position peaked at $9.04M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Ostrum Asset Management held 29,110 shares of Palo Alto Networks worth $4.67M as of Q1 2026.
Ostrum Asset Management sold 14,710 Palo Alto Networks shares in Q1 2026, an estimated $2.47M.
Palo Alto Networks made up 0.26% of Ostrum Asset Management's portfolio in Q1 2026, its #56 holding.
Ostrum Asset Management first reported a position in Palo Alto Networks in Q4 2018 and has held it in 18 quarters since.
Ostrum Asset Management's Palo Alto Networks position peaked at $9.04M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.