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

SP 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	$2.09M	Sell	13,031 -5	-0%	-$840	0.18%	60
2025 Q4	$2.4M	Hold	13,036	–	–	0.19%	64
2025 Q3	$2.65M	Buy	+13,036	New	+$2.5M	0.21%	61

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

SP Asset Management's PANW Position: Q1 2026 in Review

SP Asset Management reduced its Palo Alto Networks (PANW) stake by 0.04% in Q1 2026, selling an estimated $840 and leaving 13,031 shares worth $2.09M. The position accounts for 0.18% of the portfolio, ranked #60.

SP Asset Management first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.65M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

SP Asset Management held 13,031 shares of Palo Alto Networks worth $2.09M as of Q1 2026.
SP Asset Management sold 5 Palo Alto Networks shares in Q1 2026, an estimated $840.
Palo Alto Networks made up 0.18% of SP Asset Management's portfolio in Q1 2026, its #60 holding.
SP Asset Management first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
SP Asset Management's Palo Alto Networks position peaked at $2.65M in Q3 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on SP Asset Management's 13F filing for Q1 2026, filed 7 May 2026.