PF
PANW icon

Phoenix Financial’s Palo Alto Networks PANW Stock Holding History

Phoenix Financial’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 		$37M Sell
230,732
-23,933
-9% -$4.02M 0.35% 53
2025
Q4 		$46.9M Sell
254,665
-206,432
-45% -$41.6M 0.51% 40
2025
Q3 		$93.9M Buy
461,097
+406,632
+747% +$77.8M 1.14% 25
2025
Q2 		$11.1M Sell
54,465
-46,898
-46% -$8.71M 0.15% 80
2025
Q1 		$17.3M Sell
101,363
-370,526
-79% -$68.5M 0.27% 68
2024
Q4 		$86.8M Sell
471,889
-14,913
-3% -$2.82M 1.18% 30
2024
Q3 		$83.2M Sell
486,802
-2,418
-0.5% -$407K 1.23% 27
2024
Q2 		$82.9M Sell
489,220
-119,558
-20% -$17.9M 1.26% 24
2024
Q1 		$86.5M Buy
608,778
+37,788
+7% +$5.96M 1.19% 25
2023
Q4 		$152M Sell
570,990
-970,162
-63% -$130M 2.51% 8
2023
Q3 		$181M Buy
1,541,152
+87,912
+6% +$10.4M 3.31% 5
2023
Q2 		$186M Buy
1,453,240
+6,322
+0.4% +$658K 3.79% 4
2023
Q1 		$144M Buy
1,446,918
+1,126,620
+352% +$95.5M 3.23% 9
2022
Q4 		$22.4M Buy
320,298
+315,382
+6,415% +$25.3M 0.43% 50
2022
Q3 		$407K Sell
4,916
-2,914
-37% -$252K 0.01% 257
2022
Q2 		$645K Sell
7,830
-48
-0.6% -$4.26K 0.01% 268
2022
Q1 		$817K Sell
7,878
-22,704
-74% -$2.03M 0.01% 268
2021
Q4 		$2.88M Sell
30,582
-6,834
-18% -$591K 0.05% 165
2021
Q3 		$2.95M Sell
37,416
-29,664
-44% -$2.08M 0.05% 174
2021
Q2 		$4.18M Sell
67,080
-63,552
-49% -$3.77M 0.08% 162
2021
Q1 		$6.98M Buy
130,632
+125,604
+2,498% +$7.47M 0.16% 124
2020
Q4 		$297K Buy
+5,028
New +$235K 0.01% 304
2020
Q1 		– Sell
-139,800
Closed -$5.35M – 323
2019
Q4 		$5.35M Buy
+139,800
New +$5.29M 0.22% 99

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

Phoenix Financial's PANW Position: Q1 2026 in Review

Phoenix Financial reduced its Palo Alto Networks (PANW) stake by 9.4% in Q1 2026, selling an estimated $4.02M and leaving 230,732 shares worth $37M. The position accounts for 0.35% of the portfolio, ranked #53.

Phoenix Financial first reported a position in PANW in Q4 2019 and has held it in 23 quarters since. The position peaked at $186M in Q2 2023. 2,466 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Phoenix Financial held 230,732 shares of Palo Alto Networks worth $37M as of Q1 2026.
  • Phoenix Financial sold 23,933 Palo Alto Networks shares in Q1 2026, an estimated $4.02M.
  • Palo Alto Networks made up 0.35% of Phoenix Financial's portfolio in Q1 2026, its #53 holding.
  • Phoenix Financial first reported a position in Palo Alto Networks in Q4 2019 and has held it in 23 quarters since.
  • Phoenix Financial's Palo Alto Networks position peaked at $186M in Q2 2023.
  • 2,466 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.