Stamos Capital Partners’s Palo Alto Networks PANW Stock Holding History

Stamos Capital Partners’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	$4.2M	Buy	26,204 +11,460	+78%	+$1.93M	0.66%	50
2025 Q4	$2.72M	Buy	14,744 +832	+6%	+$168K	0.44%	76
2025 Q3	$2.83M	Buy	13,912 +3,230	+30%	+$618K	0.53%	52
2025 Q2	$2.19M	Buy	10,682 +3,537	+50%	+$657K	0.39%	76
2025 Q1	$1.22M	Buy	7,145 +3,065	+75%	+$567K	0.32%	89
2024 Q4	$742K	Sell	4,080 -1,860	-31%	-$351K	0.17%	116
2024 Q3	$1.02M	Sell	5,940 -2,820	-32%	-$475K	0.24%	95
2024 Q2	$1.48M	Sell	8,760 -1,640	-16%	-$245K	0.32%	81
2024 Q1	$1.48M	Buy	10,400 +440	+4%	+$69.4K	0.34%	68
2023 Q4	$1.47M	Sell	9,960 -17,600	-64%	-$2.35M	0.4%	62
2023 Q3	$3.23M	Buy	27,560 +11,420	+71%	+$1.35M	0.72%	39
2023 Q2	$2.06M	Sell	16,140 -5,340	-25%	-$556K	0.48%	62
2023 Q1	$2.15M	Buy	21,480 +7,260	+51%	+$615K	0.55%	55
2022 Q4	$992K	Sell	14,220 -1,320	-8%	-$106K	0.31%	79
2022 Q3	$1.27M	Buy	15,540 +5,340	+52%	+$462K	0.32%	72
2022 Q2	$840K	Buy	10,200 +3,000	+42%	+$266K	0.25%	82
2022 Q1	$747K	Buy	+7,200	New	+$644K	0.25%	75
2020 Q4	–	Sell	-5,400	Closed	-$220K	–	67
2020 Q3	$220K	Hold	5,400	–	–	0.08%	66
2020 Q2	$207K	Sell	5,400 -22,542	-81%	-$794K	0.12%	53
2020 Q1	$764K	Buy	+27,942	New	+$975K	0.4%	66
2019 Q2	–	Sell	-15,000	Closed	-$614K	–	81
2019 Q1	$614K	Sell	15,000 -12,768	-46%	-$474K	0.79%	37
2018 Q4	$872K	Buy	+27,768	New	+$866K	0.66%	44

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

Stamos Capital Partners's PANW Position: Q1 2026 in Review

Stamos Capital Partners increased its Palo Alto Networks (PANW) stake by 78% in Q1 2026, buying an estimated $1.93M and bringing the position to 26,204 shares worth $4.2M. The position accounts for 0.66% of the portfolio, ranked #50.

Stamos Capital Partners first reported a position in PANW in Q4 2018 and has held it in 22 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Stamos Capital Partners held 26,204 shares of Palo Alto Networks worth $4.2M as of Q1 2026.
Stamos Capital Partners bought 11,460 Palo Alto Networks shares in Q1 2026, an estimated $1.93M.
Palo Alto Networks made up 0.66% of Stamos Capital Partners's portfolio in Q1 2026, its #50 holding.
Stamos Capital Partners first reported a position in Palo Alto Networks in Q4 2018 and has held it in 22 quarters since.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.