Smith Group Asset Management’s Palo Alto Networks PANW Stock Holding History

Smith Group Asset 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	–	Sell	-1,270	Closed	-$234K	–	184
2025 Q4	$234K	Hold	1,270	–	–	0.01%	166
2025 Q3	$259K	Buy	+1,270	New	+$243K	0.01%	168
2024 Q1	–	Sell	-6,676	Closed	-$984K	–	197
2023 Q4	$984K	Buy	+6,676	New	+$893K	0.06%	111
2020 Q3	–	Sell	-320,040	Closed	-$12.3M	–	331
2020 Q2	$12.3M	Buy	+320,040	New	+$11.3M	0.68%	44
2019 Q3	–	Sell	-764,358	Closed	-$26.3M	–	429
2019 Q2	$26.3M	Sell	764,358 -1,050,696	-58%	-$39.3M	0.88%	41
2019 Q1	$73.5M	Buy	1,815,054 +1,573,986	+653%	+$58.4M	2.38%	8
2018 Q4	$7.57M	Sell	241,068 -10,200	-4%	-$318K	0.27%	83
2018 Q3	$9.43M	Sell	251,268 -874,872	-78%	-$31.8M	0.27%	84
2018 Q2	$38.6M	Buy	1,126,140 +198,540	+21%	+$6.62M	1.12%	28
2018 Q1	$28.1M	Buy	+927,600	New	+$25.8M	0.92%	35

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Smith Group Asset Management's PANW Position: Q1 2026 in Review

Smith Group Asset Management sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,270 shares — an estimated $234K sold.

Smith Group Asset Management first reported a position in PANW in Q1 2018 and held it in 10 quarters. The position peaked at $73.5M in Q1 2019. 2,471 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Smith Group Asset Management reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Smith Group Asset Management sold 1,270 Palo Alto Networks shares in Q1 2026, an estimated $234K.
Smith Group Asset Management first reported a position in Palo Alto Networks in Q1 2018 and held it in 10 quarters.
Smith Group Asset Management's Palo Alto Networks position peaked at $73.5M in Q1 2019.
2,471 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.