Sugar Maple Asset Management’s Palo Alto Networks PANW Stock Holding History

Sugar Maple 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	$1.35M	Buy	8,421 +1,257	+18%	+$211K	0.82%	28
2025 Q4	$1.32M	Buy	7,164 +675	+10%	+$136K	0.89%	23
2025 Q3	$1.32M	Buy	6,489 +697	+12%	+$133K	0.95%	25
2025 Q2	$1.19M	Buy	5,792 +1,862	+47%	+$346K	0.92%	27
2025 Q1	$671K	Sell	3,930 -744	-16%	-$138K	0.53%	34
2024 Q4	$850K	Sell	4,674 -100	-2%	-$18.9K	0.65%	29
2024 Q3	$816K	Buy	4,774 +300	+7%	+$50.5K	0.71%	28
2024 Q2	$758K	Buy	4,474 +430	+11%	+$64.3K	0.73%	28
2024 Q1	$575K	Buy	+4,044	New	+$638K	0.55%	30

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

Sugar Maple Asset Management's PANW Position: Q1 2026 in Review

Sugar Maple Asset Management increased its Palo Alto Networks (PANW) stake by 18% in Q1 2026, buying an estimated $211K and bringing the position to 8,421 shares worth $1.35M. The position accounts for 0.82% of the portfolio, ranked #28.

Sugar Maple Asset Management first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Sugar Maple Asset Management held 8,421 shares of Palo Alto Networks worth $1.35M as of Q1 2026.
Sugar Maple Asset Management bought 1,257 Palo Alto Networks shares in Q1 2026, an estimated $211K.
Palo Alto Networks made up 0.82% of Sugar Maple Asset Management's portfolio in Q1 2026, its #28 holding.
Sugar Maple Asset Management first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.