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Perennial Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Perennial Investment Advisors’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
2024
Q3 		– Sell
-800
Closed -$136K – 420
2024
Q2 		$136K Buy
+800
New +$120K 0.02% 349
2023
Q4 		– Sell
-600
Closed -$70.3K – 370
2023
Q3 		$70.3K Hold
600
– – 0.01% 344
2023
Q2 		$76.7K Buy
600
+400
+200% +$41.6K 0.01% 343
2023
Q1 		$20K Buy
+200
New +$16.9K ﹤0.01% 358

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perennial Investment Advisors's PANW Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Palo Alto Networks (PANW) stake by 16% in Q1 2026, selling an estimated $266K and leaving 8,014 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #166.

Perennial Investment Advisors first reported a position in PANW in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.04M in Q3 2025. 2,469 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Perennial Investment Advisors held 8,014 shares of Palo Alto Networks worth $1.28M as of Q1 2026.
  • Perennial Investment Advisors sold 1,583 Palo Alto Networks shares in Q1 2026, an estimated $266K.
  • Palo Alto Networks made up 0.1% of Perennial Investment Advisors's portfolio in Q1 2026, its #166 holding.
  • Perennial Investment Advisors first reported a position in Palo Alto Networks in Q4 2019 and has held it in 21 quarters since.
  • Perennial Investment Advisors's Palo Alto Networks position peaked at $2.04M in Q3 2025.
  • 2,469 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.