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Spectrum Asset Management (California)’s Palo Alto Networks PANW Stock Holding History

Spectrum Asset Management (California)’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
-1,528
Closed -$281K – 119
2025
Q4 		$281K Hold
1,528
– – 0.09% 91
2025
Q3 		$311K Buy
+1,528
New +$292K 0.11% 89

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

Spectrum Asset Management (California)'s PANW Position: Q1 2026 in Review

Spectrum Asset Management (California) sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,528 shares — an estimated $281K sold.

Spectrum Asset Management (California) first reported a position in PANW in Q3 2025 and held it in 2 quarters. The position peaked at $311K in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Spectrum Asset Management (California) reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Spectrum Asset Management (California) sold 1,528 Palo Alto Networks shares in Q1 2026, an estimated $281K.
  • Spectrum Asset Management (California) first reported a position in Palo Alto Networks in Q3 2025 and held it in 2 quarters.
  • Spectrum Asset Management (California)'s Palo Alto Networks position peaked at $311K in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2026, filed 22 Apr 2026.