Stokes Family Office’s Palo Alto Networks PANW Stock Holding History

Stokes Family Office’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	$224K	Sell	1,396 -130	-9%	-$21.8K	0.02%	257
2025 Q4	$281K	Buy	1,526 +137	+10%	+$27.6K	0.03%	256
2025 Q3	$283K	Sell	1,389 -140	-9%	-$26.8K	0.03%	221
2025 Q2	$313K	Hold	1,529	–	–	0.03%	197
2025 Q1	$261K	Buy	1,529 +157	+11%	+$29K	0.03%	201
2024 Q4	$250K	Sell	1,372 -34	-2%	-$6.42K	0.03%	209
2024 Q3	$240K	Hold	1,406	–	–	0.03%	205
2024 Q2	$238K	Sell	1,406 -864	-38%	-$129K	0.03%	198
2024 Q1	$322K	Hold	2,270	–	–	0.04%	180
2023 Q4	$335K	Sell	2,270 -272	-11%	-$36.4K	0.05%	166
2023 Q3	$298K	Buy	2,542 +30	+1%	+$3.55K	0.04%	245
2023 Q2	$321K	Sell	2,512 -290	-10%	-$30.2K	0.04%	229
2023 Q1	$280K	Buy	+2,802	New	+$237K	0.03%	233
2022 Q4	–	Sell	-2,756	Closed	-$226K	–	290
2022 Q3	$226K	Buy	2,756 +320	+13%	+$27.7K	0.03%	240
2022 Q2	$201K	Buy	2,436 +90	+4%	+$7.98K	0.03%	255
2022 Q1	$243K	Buy	2,346 +102	+5%	+$9.13K	0.03%	226
2021 Q4	$208K	Sell	2,244 -1,128	-33%	-$97.6K	0.03%	236
2021 Q3	$269K	Buy	+3,372	New	+$237K	0.04%	194

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

Stokes Family Office's PANW Position: Q1 2026 in Review

Stokes Family Office reduced its Palo Alto Networks (PANW) stake by 8.5% in Q1 2026, selling an estimated $21.8K and leaving 1,396 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #257.

Stokes Family Office first reported a position in PANW in Q3 2021 and has held it in 18 quarters since. The position peaked at $335K in Q4 2023. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Stokes Family Office held 1,396 shares of Palo Alto Networks worth $224K as of Q1 2026.
Stokes Family Office sold 130 Palo Alto Networks shares in Q1 2026, an estimated $21.8K.
Palo Alto Networks made up 0.02% of Stokes Family Office's portfolio in Q1 2026, its #257 holding.
Stokes Family Office first reported a position in Palo Alto Networks in Q3 2021 and has held it in 18 quarters since.
Stokes Family Office's Palo Alto Networks position peaked at $335K in Q4 2023.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.