Sargent Investment Group’s Palo Alto Networks PANW Stock Holding History

Sargent Investment Group’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	$303K	Buy	1,891 +255	+16%	+$42.8K	0.04%	204
2025 Q4	$301K	Buy	+1,636	New	+$330K	0.04%	206
2025 Q3	–	Sell	-1,673	Closed	-$289K	–	197
2025 Q2	$289K	Sell	1,673 -51	-3%	-$9.47K	0.04%	196
2025 Q1	$294K	Buy	1,724 +265	+18%	+$49K	0.05%	190
2024 Q4	$245K	Buy	1,459 +83	+6%	+$15.7K	0.04%	206
2024 Q3	$235K	Buy	1,376 +36	+3%	+$6.06K	0.04%	189
2024 Q2	$227K	Buy	+1,340	New	+$200K	0.05%	194
2024 Q1	–	Sell	-2,774	Closed	-$409K	–	216
2023 Q4	$409K	Buy	2,774 +620	+29%	+$82.9K	0.09%	135
2023 Q3	$252K	Buy	+2,154	New	+$255K	0.06%	169
2023 Q2	–	Sell	-2,130	Closed	-$209K	–	204
2023 Q1	$209K	Buy	+2,130	New	+$181K	0.06%	179
2022 Q2	–	Sell	-2,100	Closed	-$218K	–	200
2022 Q1	$218K	Buy	+2,100	New	+$188K	0.05%	170

Other funds holding PANW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Sargent Investment Group's PANW Position: Q1 2026 in Review

Sargent Investment Group increased its Palo Alto Networks (PANW) stake by 16% in Q1 2026, buying an estimated $42.8K and bringing the position to 1,891 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #204.

Sargent Investment Group first reported a position in PANW in Q1 2022 and has held it in 11 quarters since. The position peaked at $409K in Q4 2023. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Sargent Investment Group held 1,891 shares of Palo Alto Networks worth $303K as of Q1 2026.
Sargent Investment Group bought 255 Palo Alto Networks shares in Q1 2026, an estimated $42.8K.
Palo Alto Networks made up 0.04% of Sargent Investment Group's portfolio in Q1 2026, its #204 holding.
Sargent Investment Group first reported a position in Palo Alto Networks in Q1 2022 and has held it in 11 quarters since.
Sargent Investment Group's Palo Alto Networks position peaked at $409K in Q4 2023.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.