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Sage Mountain Advisors’s Palo Alto Networks PANW Stock Holding History

Sage Mountain 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 		– Sell
-4,063
Closed -$748K – 486
2025
Q4 		$748K Sell
4,063
-632
-13% -$128K 0.04% 209
2025
Q3 		$956K Buy
4,695
+229
+5% +$43.8K 0.05% 165
2025
Q2 		$914K Buy
4,466
+535
+14% +$99.3K 0.06% 156
2025
Q1 		$671K Buy
3,931
+60
+2% +$11.1K 0.05% 173
2024
Q4 		$704K Buy
3,871
+15
+0.4% +$2.83K 0.05% 162
2024
Q3 		$659K Buy
3,856
+168
+5% +$28.3K 0.06% 159
2024
Q2 		$625K Buy
3,688
+996
+37% +$149K 0.06% 145
2024
Q1 		$382K Buy
2,692
+124
+5% +$19.6K 0.04% 200
2023
Q4 		$379K Buy
2,568
+696
+37% +$93.1K 0.04% 166
2023
Q3 		$219K Buy
+1,872
New +$222K 0.03% 234

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

Sage Mountain Advisors's PANW Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 4,063 shares — an estimated $748K sold.

Sage Mountain Advisors first reported a position in PANW in Q3 2023 and held it in 10 quarters. The position peaked at $956K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,063 Palo Alto Networks shares in Q1 2026, an estimated $748K.
  • Sage Mountain Advisors first reported a position in Palo Alto Networks in Q3 2023 and held it in 10 quarters.
  • Sage Mountain Advisors's Palo Alto Networks position peaked at $956K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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