PGA
PANW icon

Portland Global Advisors’s Palo Alto Networks PANW Stock Holding History

Portland Global 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
2026
Q1 		$8.97M Buy
55,922
+7,824
+16% +$1.31M 0.96% 30
2025
Q4 		$8.86M Sell
48,098
-837
-2% -$169K 0.95% 30
2025
Q3 		$9.96M Buy
48,935
+407
+0.8% +$77.9K 1.11% 27
2025
Q2 		$9.93M Sell
48,528
-1,568
-3% -$291K 1.17% 27
2025
Q1 		$8.55M Sell
50,096
-893
-2% -$165K 1.08% 26
2024
Q4 		$9.28M Sell
50,989
-961
-2% -$182K 1.17% 24
2024
Q3 		$8.88M Buy
51,950
+628
+1% +$106K 1.12% 25
2024
Q2 		$8.7M Buy
51,322
+1,048
+2% +$157K 1.18% 24
2024
Q1 		$7.14M Buy
50,274
+1,474
+3% +$233K 0.97% 30
2023
Q4 		$7.2M Buy
48,800
+398
+0.8% +$53.2K 1.08% 27
2023
Q3 		$5.67M Buy
48,402
+392
+0.8% +$46.4K 0.95% 32
2023
Q2 		$6.13M Buy
48,010
+214
+0.4% +$22.3K 1% 28
2023
Q1 		$4.77M Buy
47,796
+650
+1% +$55.1K 0.82% 38
2022
Q4 		$3.29M Buy
47,146
+22,240
+89% +$1.79M 0.61% 45
2022
Q3 		$2.04M Buy
24,906
+13,590
+120% +$1.18M 0.41% 56
2022
Q2 		$932K Buy
11,316
+2,370
+26% +$210K 0.18% 75
2022
Q1 		$928K Buy
8,946
+6,408
+252% +$574K 0.16% 78
2021
Q4 		$236K Sell
2,538
-6
-0.2% -$519 0.04% 148
2021
Q3 		$203K Buy
+2,544
New +$179K 0.04% 156

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

Portland Global Advisors's PANW Position: Q1 2026 in Review

Portland Global Advisors increased its Palo Alto Networks (PANW) stake by 16% in Q1 2026, buying an estimated $1.31M and bringing the position to 55,922 shares worth $8.97M. The position accounts for 0.96% of the portfolio, ranked #30.

Portland Global Advisors first reported a position in PANW in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.96M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Portland Global Advisors held 55,922 shares of Palo Alto Networks worth $8.97M as of Q1 2026.
  • Portland Global Advisors bought 7,824 Palo Alto Networks shares in Q1 2026, an estimated $1.31M.
  • Palo Alto Networks made up 0.96% of Portland Global Advisors's portfolio in Q1 2026, its #30 holding.
  • Portland Global Advisors first reported a position in Palo Alto Networks in Q3 2021 and has held it in 19 quarters since.
  • Portland Global Advisors's Palo Alto Networks position peaked at $9.96M in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Portland Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.