Sandy Spring Bank’s Palo Alto Networks PANW Stock Holding History

Sandy Spring Bank’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
2025 Q1	$23.9M	Buy	140,183 +6,691	+5%	+$1.24M	1.01%	18
2024 Q4	$24.3M	Buy	133,492 +3,408	+3%	+$644K	0.98%	19
2024 Q3	$22.2M	Buy	130,084 +4,870	+4%	+$820K	0.92%	22
2024 Q2	$21.2M	Buy	125,214 +4,246	+4%	+$635K	0.94%	19
2024 Q1	$17.2M	Buy	120,968 +7,752	+7%	+$1.22M	0.78%	26
2023 Q4	$16.7M	Sell	113,216 -1,678	-1%	-$224K	0.83%	24
2023 Q3	$13.5M	Buy	114,894 +1,580	+1%	+$187K	0.75%	27
2023 Q2	$14.5M	Sell	113,314 -2,920	-3%	-$304K	0.77%	28
2023 Q1	$11.6M	Sell	116,234 -3,352	-3%	-$284K	0.66%	33
2022 Q4	$8.34M	Sell	119,586 -7,424	-6%	-$596K	0.5%	51
2022 Q3	$10.4M	Buy	127,010 +26	+0%	+$2.25K	0.66%	32
2022 Q2	$10.5M	Sell	126,984 -7,704	-6%	-$683K	0.63%	36
2022 Q1	$14M	Sell	134,688 -2,592	-2%	-$232K	0.71%	29
2021 Q4	$12.7M	Buy	137,280 +306	+0.2%	+$26.5K	0.61%	39
2021 Q3	$10.9M	Sell	136,974 -2,970	-2%	-$209K	0.58%	38
2021 Q2	$8.65M	Sell	139,944 -618	-0.4%	-$36.6K	0.46%	52
2021 Q1	$7.54M	Sell	140,562 -180	-0.1%	-$10.7K	0.43%	58
2020 Q4	$8.34M	Sell	140,742 -48	-0%	-$2.24K	0.51%	47
2020 Q3	$5.74M	Buy	140,790 +28,182	+25%	+$1.17M	0.39%	64
2020 Q2	$4.31M	Buy	112,608 +11,262	+11%	+$397K	0.32%	79
2020 Q1	$2.77M	Buy	101,346 +17,316	+21%	+$604K	0.25%	98
2019 Q4	$3.24M	Buy	84,030 +22,236	+36%	+$841K	0.24%	101
2019 Q3	$2.1M	Buy	61,794 +22,926	+59%	+$811K	0.16%	136
2019 Q2	$1.32M	Buy	38,868 +27,468	+241%	+$1.03M	0.11%	172
2019 Q1	$461K	Hold	11,400	–	–	0.04%	228
2018 Q4	$358K	Hold	11,400	–	–	0.03%	237
2018 Q3	$428K	Sell	11,400 -2,100	-16%	-$76.5K	0.04%	237
2018 Q2	$462K	Sell	13,500 -2,850	-17%	-$95K	0.04%	231
2018 Q1	$495K	Buy	16,350 +13,500	+474%	+$375K	0.04%	225
2017 Q4	$69K	Buy	2,850 +1,050	+58%	+$25.5K	0.01%	399
2017 Q3	$43K	Hold	1,800	–	–	﹤0.01%	467
2017 Q2	$40K	Hold	1,800	–	–	﹤0.01%	483
2017 Q1	$34K	Sell	1,800 -708	-28%	-$15.8K	﹤0.01%	512
2016 Q4	$53K	Buy	2,508 +708	+39%	+$17K	0.01%	434
2016 Q3	$48K	Hold	1,800	–	–	0.01%	438
2016 Q2	$37K	Sell	1,800 -390	-18%	-$9.03K	﹤0.01%	487
2016 Q1	$60K	Hold	2,190	–	–	0.01%	416
2015 Q4	$64K	Hold	2,190	–	–	0.01%	392
2015 Q3	$63K	Hold	2,190	–	–	0.01%	406
2015 Q2	$63K	Hold	2,190	–	–	0.01%	434
2015 Q1	$53K	Buy	2,190 +1,800	+462%	+$40.3K	0.01%	446
2014 Q4	$8K	Hold	390	–	–	﹤0.01%	644
2014 Q3	$6K	Hold	390	–	–	﹤0.01%	679
2014 Q2	$5K	Buy	+390	New	+$4.55K	﹤0.01%	704

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandy Spring Bank's PANW Position: Q1 2025 in Review

Sandy Spring Bank increased its Palo Alto Networks (PANW) stake by 5% in Q1 2025, buying an estimated $1.24M and bringing the position to 140,183 shares worth $23.9M. The position accounts for 1.01% of the portfolio, ranked #18.

Sandy Spring Bank first reported a position in PANW in Q2 2014 and has held it in 44 quarters since. The position peaked at $24.3M in Q4 2024. 2,257 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

Sandy Spring Bank held 140,183 shares of Palo Alto Networks worth $23.9M as of Q1 2025.
Sandy Spring Bank bought 6,691 Palo Alto Networks shares in Q1 2025, an estimated $1.24M.
Palo Alto Networks made up 1.01% of Sandy Spring Bank's portfolio in Q1 2025, its #18 holding.
Sandy Spring Bank first reported a position in Palo Alto Networks in Q2 2014 and has held it in 44 quarters since.
Sandy Spring Bank's Palo Alto Networks position peaked at $24.3M in Q4 2024.
2,257 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.