SFE Investment Counsel’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.6M | Buy |
84,546
+5,212
| +7% | +$876K | 2.14% | 9 |
|
|
2025
Q4 | $14.6M | Buy |
79,334
+2,374
| +3% | +$479K | 2.24% | 12 |
|
|
2025
Q3 | $15.7M | Buy |
76,960
+1,337
| +2% | +$256K | 2.5% | 8 |
|
|
2025
Q2 | $15.5M | Buy |
75,623
+2,698
| +4% | +$501K | 2.72% | 7 |
|
|
2025
Q1 | $12.4M | Buy |
72,925
+2,959
| +4% | +$547K | 2.49% | 7 |
|
|
2024
Q4 | $12.7M | Sell |
69,966
-2,516
| -3% | -$475K | 2.7% | 8 |
|
|
2024
Q3 | $12.4M | Buy |
72,482
+48
| +0.1% | +$8.08K | 2.58% | 8 |
|
|
2024
Q2 | $12.3M | Buy |
72,434
+3,006
| +4% | +$450K | 2.72% | 7 |
|
|
2024
Q1 | $9.86M | Sell |
69,428
-9,656
| -12% | -$1.52M | 2.23% | 11 |
|
|
2023
Q4 | $11.7M | Sell |
79,084
-4,456
| -5% | -$596K | 3.04% | 5 |
|
|
2023
Q3 | $9.79M | Sell |
83,540
-2,602
| -3% | -$308K | 2.85% | 7 |
|
|
2023
Q2 | $11M | Sell |
86,142
-5,404
| -6% | -$562K | 3.11% | 5 |
|
|
2023
Q1 | $8.1M | Sell |
91,546
-7,852
| -8% | -$665K | 2.5% | 9 |
|
|
2022
Q4 | $6.99M | Sell |
99,398
-634
| -0.6% | -$50.9K | 2.18% | 10 |
|
|
2022
Q3 | $8.19M | Sell |
100,032
-48
| -0% | -$4.16K | 2.58% | 6 |
|
|
2022
Q2 | $8.24M | Sell |
100,080
-1,704
| -2% | -$151K | 2.46% | 9 |
|
|
2022
Q1 | $10.6M | Sell |
101,784
-21,120
| -17% | -$1.89M | 2.67% | 4 |
|
|
2021
Q4 | $11.4M | Sell |
122,904
-3,402
| -3% | -$294K | 2.93% | 4 |
|
|
2021
Q3 | $10.1M | Sell |
126,306
-6,582
| -5% | -$462K | 2.82% | 5 |
|
|
2021
Q2 | $8.22M | Sell |
132,888
-1,512
| -1% | -$89.6K | 2.26% | 10 |
|
|
2021
Q1 | $7.21M | Sell |
134,400
-9,162
| -6% | -$545K | 2.1% | 11 |
|
|
2020
Q4 | $8.5M | Buy |
143,562
+6,708
| +5% | +$313K | 2.7% | 6 |
|
|
2020
Q3 | $5.58M | Sell |
136,854
-3,174
| -2% | -$132K | 2.23% | 13 |
|
|
2020
Q2 | $5.36M | Buy |
140,028
+9,744
| +7% | +$343K | 2.37% | 13 |
|
|
2020
Q1 | $3.56M | Buy |
130,284
+2,922
| +2% | +$102K | 1.96% | 16 |
|
|
2019
Q4 | $4.91M | Sell |
127,362
-48
| -0% | -$1.81K | 2.01% | 17 |
|
|
2019
Q3 | $4.33M | Buy |
127,410
+6,348
| +5% | +$225K | 1.83% | 20 |
|
|
2019
Q2 | $4.11M | Buy |
121,062
+12,384
| +11% | +$463K | 1.76% | 21 |
|
|
2019
Q1 | $4.4M | Sell |
108,678
-10,536
| -9% | -$391K | 1.98% | 17 |
|
|
2018
Q4 | $3.74M | Buy |
119,214
+660
| +0.6% | +$20.6K | 1.91% | 14 |
|
|
2018
Q3 | $4.45M | Sell |
118,554
-5,652
| -5% | -$206K | 1.71% | 20 |
|
|
2018
Q2 | $4.25M | Sell |
124,206
-20,070
| -14% | -$669K | 1.76% | 20 |
|
|
2018
Q1 | $4.37M | Sell |
144,276
-27,900
| -16% | -$775K | 2.26% | 16 |
|
|
2017
Q4 | $4.16M | Sell |
172,176
-3,618
| -2% | -$88K | 1.68% | 21 |
|
|
2017
Q3 | $4.22M | Sell |
175,794
-14,436
| -8% | -$329K | 1.78% | 20 |
|
|
2017
Q2 | $4.24M | Buy |
190,230
+7,578
| +4% | +$153K | 1.72% | 21 |
|
|
2017
Q1 | $3.43M | Buy |
182,652
+40,170
| +28% | +$898K | 1.26% | 27 |
|
|
2016
Q4 | $3.42M | Buy |
142,482
+61,302
| +76% | +$1.47M | 1.32% | 27 |
|
|
2016
Q3 | $1.66M | Hold |
81,180
| – | – | 0.8% | 39 |
|
|
2016
Q2 | $1.66M | Buy |
81,180
+20,580
| +34% | +$477K | 0.77% | 40 |
|
|
2016
Q1 | $1.65M | Buy |
60,600
+32,070
| +112% | +$788K | 0.76% | 39 |
|
|
2015
Q4 | $838K | Buy |
28,530
+5,700
| +25% | +$164K | 0.4% | 57 |
|
|
2015
Q3 | $654K | Sell |
22,830
-5,190
| -19% | -$153K | 0.31% | 70 |
|
|
2015
Q2 | $816K | Buy |
28,020
+16,320
| +139% | +$436K | 0.33% | 67 |
|
|
2015
Q1 | $285K | Buy |
+11,700
| New | +$262K | 0.12% | 85 |
|
Other funds holding PANW
VCM
VPM
SFE Investment Counsel's PANW Position: Q1 2026 in Review
SFE Investment Counsel increased its Palo Alto Networks (PANW) stake by 6.6% in Q1 2026, buying an estimated $876K and bringing the position to 84,546 shares worth $13.6M. The position accounts for 2.14% of the portfolio, ranked #9.
SFE Investment Counsel first reported a position in PANW in Q1 2015 and has held it in 45 quarters since. The position peaked at $15.7M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- SFE Investment Counsel held 84,546 shares of Palo Alto Networks worth $13.6M as of Q1 2026.
- SFE Investment Counsel bought 5,212 Palo Alto Networks shares in Q1 2026, an estimated $876K.
- Palo Alto Networks made up 2.14% of SFE Investment Counsel's portfolio in Q1 2026, its #9 holding.
- SFE Investment Counsel first reported a position in Palo Alto Networks in Q1 2015 and has held it in 45 quarters since.
- SFE Investment Counsel's Palo Alto Networks position peaked at $15.7M in Q3 2025.
- 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.