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

Sitrin 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	$6.07M	Buy	37,892 +10,118	+36%	+$1.7M	3.04%	16
2025 Q4	$5.12M	Buy	27,774 +11	+0%	+$2.22K	2.43%	23
2025 Q3	$5.65M	Sell	27,763 -398	-1%	-$76.2K	2.71%	21
2025 Q2	$5.76M	Sell	28,161 -2,529	-8%	-$470K	2.94%	18
2025 Q1	$5.24M	Buy	30,690 +261	+0.9%	+$48.3K	2.83%	20
2024 Q4	$5.54M	Buy	30,429 +347	+1%	+$65.6K	2.79%	17
2024 Q3	$5.14M	Buy	30,082 +6,106	+25%	+$1.03M	2.57%	24
2024 Q2	$4.06M	Buy	23,976 +130	+0.5%	+$19.4K	2.16%	27
2024 Q1	$3.39M	Sell	23,846 -78	-0.3%	-$12.3K	1.85%	30
2023 Q4	$3.53M	Buy	+23,924	New	+$3.2M	2.06%	30
2020 Q1	–	Sell	-202,362	Closed	-$7.8M	–	43
2019 Q4	$7.8M	Buy	202,362 +1,962	+1%	+$74.2K	3.99%	6
2019 Q3	$6.81M	Sell	200,400 -1,350	-0.7%	-$47.8K	3.72%	9
2019 Q2	$6.85M	Buy	201,750 +70,878	+54%	+$2.65M	3.65%	9
2019 Q1	$5.3M	Sell	130,872 -34,176	-21%	-$1.27M	2.84%	21
2018 Q4	$5.18M	Sell	165,048 -126	-0.1%	-$3.93K	3.16%	21
2018 Q3	$6.2M	Sell	165,174 -40,428	-20%	-$1.47M	3.33%	17
2018 Q2	$7.04M	Buy	205,602 +12,288	+6%	+$410K	4%	2
2018 Q1	$5.85M	Buy	193,314 +534	+0.3%	+$14.8K	3.77%	5
2017 Q4	$4.66M	Sell	192,780 -2,724	-1%	-$66.3K	2.94%	20
2017 Q3	$4.7M	Buy	+195,504	New	+$4.45M	3.02%	16

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

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

Sitrin Capital Management increased its Palo Alto Networks (PANW) stake by 36% in Q1 2026, buying an estimated $1.7M and bringing the position to 37,892 shares worth $6.07M. The position accounts for 3.04% of the portfolio, ranked #16.

Sitrin Capital Management first reported a position in PANW in Q3 2017 and has held it in 20 quarters since. The position peaked at $7.8M in Q4 2019. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Sitrin Capital Management held 37,892 shares of Palo Alto Networks worth $6.07M as of Q1 2026.
Sitrin Capital Management bought 10,118 Palo Alto Networks shares in Q1 2026, an estimated $1.7M.
Palo Alto Networks made up 3.04% of Sitrin Capital Management's portfolio in Q1 2026, its #16 holding.
Sitrin Capital Management first reported a position in Palo Alto Networks in Q3 2017 and has held it in 20 quarters since.
Sitrin Capital Management's Palo Alto Networks position peaked at $7.8M in Q4 2019.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.