Pictet Asset Management
PANW icon

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

Pictet 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 		$770M Buy
4,809,361
+452,744
+10% +$76.1M 0.81% 19
2025
Q4 		$803M Buy
4,356,617
+319,751
+8% +$64.5M 0.78% 20
2025
Q3 		$822M Buy
4,036,866
+255,514
+7% +$48.9M 0.79% 21
2025
Q2 		$774M Buy
3,781,352
+328,206
+10% +$60.9M 0.79% 20
2025
Q1 		$589M Buy
3,453,146
+139,513
+4% +$25.8M 0.65% 29
2024
Q4 		$603M Buy
3,313,633
+601,383
+22% +$114M 0.65% 26
2024
Q3 		$463M Sell
2,712,250
-133,094
-5% -$22.4M 0.51% 48
2024
Q2 		$482M Sell
2,845,344
-202,804
-7% -$30.3M 0.55% 43
2024
Q1 		$433M Sell
3,048,148
-692,888
-19% -$109M 0.47% 49
2023
Q4 		$552M Buy
3,741,036
+550,028
+17% +$73.5M 0.61% 38
2023
Q3 		$374M Buy
+3,191,008
New +$378M 0.46% 52

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Pictet Asset Management increased its Palo Alto Networks (PANW) stake by 10% in Q1 2026, buying an estimated $76.1M and bringing the position to 4,809,361 shares worth $770M. The position accounts for 0.81% of the portfolio, ranked #19.

Pictet Asset Management first reported a position in PANW in Q3 2023 and has held it in 11 quarters since. The position peaked at $822M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Pictet Asset Management held 4,809,361 shares of Palo Alto Networks worth $770M as of Q1 2026.
  • Pictet Asset Management bought 452,744 Palo Alto Networks shares in Q1 2026, an estimated $76.1M.
  • Palo Alto Networks made up 0.81% of Pictet Asset Management's portfolio in Q1 2026, its #19 holding.
  • Pictet Asset Management first reported a position in Palo Alto Networks in Q3 2023 and has held it in 11 quarters since.
  • Pictet Asset Management's Palo Alto Networks position peaked at $822M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.