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Shelton Capital Management’s Palo Alto Networks PANW Stock Holding History

Shelton Capital Management’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 		$23.3M Sell
145,272
-12,195
-8% -$2.05M 0.51% 41
2025
Q4 		$29M Buy
157,467
+9,516
+6% +$1.92M 0.57% 38
2025
Q3 		$30.1M Buy
147,951
+12,291
+9% +$2.35M 0.65% 26
2025
Q2 		$27.8M Buy
135,660
+10,109
+8% +$1.88M 0.64% 26
2025
Q1 		$21.4M Buy
125,551
+357
+0.3% +$66K 0.51% 47
2024
Q4 		$22.8M Buy
125,194
+3,598
+3% +$680K 0.57% 30
2024
Q3 		$20.8M Sell
121,596
-8,000
-6% -$1.35M 0.53% 33
2024
Q2 		$22M Buy
129,596
+21,598
+20% +$3.23M 0.6% 30
2024
Q1 		$15.3M Sell
107,998
-9,646
-8% -$1.52M 0.44% 47
2023
Q4 		$17.3M Buy
117,644
+48,252
+70% +$6.45M 0.55% 33
2023
Q3 		$8.13M Buy
69,392
+15,854
+30% +$1.88M 0.3% 78
2023
Q2 		$6.84M Buy
53,538
+5,838
+12% +$607K 0.25% 98
2023
Q1 		$4.76M Hold
47,700
– – 0.2% 115
2022
Q4 		$3.33M Sell
47,700
-4,434
-9% -$356K 0.35% 92
2022
Q3 		$4.27M Buy
52,134
+1,296
+3% +$112K 0.2% 118
2022
Q2 		$4.18M Hold
50,838
– – 0.19% 122
2022
Q1 		$5.28M Hold
50,838
– – 0.19% 113
2021
Q4 		$4.72M Buy
+50,838
New +$4.4M 0.17% 137
2020
Q2 		– Sell
-15,000
Closed -$410K – 707
2020
Q1 		$410K Buy
15,000
+3,000
+25% +$105K 0.03% 328
2019
Q4 		$463K Hold
12,000
– – 0.03% 377
2019
Q3 		$408K Buy
12,000
+3,000
+33% +$106K 0.02% 406
2019
Q2 		$306K Buy
9,000
+6,816
+312% +$255K 0.02% 522
2019
Q1 		$1.5K Sell
2,184
-6,816
-76% -$253K 0.01% 807
2018
Q4 		$283K Hold
9,000
– – 0.02% 506
2018
Q3 		$338K Hold
9,000
– – 0.02% 530
2018
Q2 		$308K Hold
9,000
– – 0.02% 547
2018
Q1 		$272K Hold
9,000
– – 0.02% 605
2017
Q4 		$217K Hold
9,000
– – 0.01% 778
2017
Q3 		$216K Hold
9,000
– – 0.01% 754
2017
Q2 		$201K Buy
+9,000
New +$182K 0.01% 812

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

Shelton Capital Management's PANW Position: Q1 2026 in Review

Shelton Capital Management reduced its Palo Alto Networks (PANW) stake by 7.7% in Q1 2026, selling an estimated $2.05M and leaving 145,272 shares worth $23.3M. The position accounts for 0.51% of the portfolio, ranked #41.

Shelton Capital Management first reported a position in PANW in Q2 2017 and has held it in 30 quarters since. The position peaked at $30.1M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Shelton Capital Management held 145,272 shares of Palo Alto Networks worth $23.3M as of Q1 2026.
  • Shelton Capital Management sold 12,195 Palo Alto Networks shares in Q1 2026, an estimated $2.05M.
  • Palo Alto Networks made up 0.51% of Shelton Capital Management's portfolio in Q1 2026, its #41 holding.
  • Shelton Capital Management first reported a position in Palo Alto Networks in Q2 2017 and has held it in 30 quarters since.
  • Shelton Capital Management's Palo Alto Networks position peaked at $30.1M in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.