Smithbridge Asset Management’s Palo Alto Networks PANW Stock Holding History

Smithbridge 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 Q3	$7.83M	Sell	19,714 -292	-1%	-$104K	1.06%	30
2026 Q2	$6.82M	Sell	20,006 -474	-2%	-$108K	0.93%	33
2026 Q1	$3.28M	Sell	20,480 -20,981	-51%	-$3.52M	0.49%	53
2025 Q4	$7.64M	Buy	41,461 +1,792	+5%	+$362K	0.65%	47
2025 Q3	$8.08M	Sell	39,669 -786	-2%	-$150K	1.17%	31
2025 Q2	$8.28M	Sell	40,455 -2,222	-5%	-$413K	1.45%	25
2025 Q1	$7.28M	Buy	+42,677	New	+$7.89M	1.35%	28
2024 Q3	$7.83M	Buy	45,812 +19,474	+74%	+$3.28M	1.35%	25
2024 Q2	$4.46M	Sell	26,338 -3,276	-11%	-$490K	0.93%	35
2024 Q1	$4.21M	Sell	29,614 -1,796	-6%	-$283K	0.87%	43
2023 Q4	$4.63M	Buy	31,410 +29,610	+1,645%	+$3.96M	1.05%	35
2023 Q3	$211K	Hold	1,800	–	–	0.05%	136
2023 Q2	$230K	Buy	+1,800	New	+$187K	0.05%	135

Other funds holding PANW

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Smithbridge Asset Management's PANW Position: Q3 2026 in Review

Smithbridge Asset Management reduced its Palo Alto Networks (PANW) stake by 1.5% in Q3 2026, selling an estimated $104K and leaving 19,714 shares worth $7.83M. The position accounts for 1.06% of the portfolio, ranked #30.

Smithbridge Asset Management first reported a position in PANW in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.28M in Q2 2025. 2,439 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Smithbridge Asset Management held 19,714 shares of Palo Alto Networks worth $7.83M as of Q3 2026.
Smithbridge Asset Management sold 292 Palo Alto Networks shares in Q3 2026, an estimated $104K.
Palo Alto Networks made up 1.06% of Smithbridge Asset Management's portfolio in Q3 2026, its #30 holding.
Smithbridge Asset Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 13 quarters since.
Smithbridge Asset Management's Palo Alto Networks position peaked at $8.28M in Q2 2025.
2,439 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.