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Summit Financial’s Palo Alto Networks PANW Stock Holding History

Summit Financial’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 		$7.85M Buy
48,971
+27,678
+130% +$4.65M 0.1% 204
2025
Q4 		$3.92M Sell
21,293
-250
-1% -$50.4K 0.06% 310
2025
Q3 		$4.39M Buy
21,543
+3,872
+22% +$741K 0.07% 288
2025
Q2 		$3.62M Buy
17,671
+2,261
+15% +$420K 0.08% 204
2025
Q1 		$2.63M Sell
15,410
-504
-3% -$93.2K 0.07% 224
2024
Q4 		$2.9M Sell
15,914
-292
-2% -$55.2K 0.1% 162
2024
Q3 		$2.77M Buy
16,206
+1,416
+10% +$238K 0.11% 147
2024
Q2 		$2.51M Buy
14,790
+4,404
+42% +$659K 0.11% 130
2024
Q1 		$1.48M Buy
10,386
+1,232
+13% +$194K 0.09% 137
2023
Q4 		$1.35M Sell
9,154
-428
-4% -$57.2K 0.09% 141
2023
Q3 		$1.12M Buy
9,582
+2,806
+41% +$332K 0.08% 153
2023
Q2 		$866K Buy
6,776
+134
+2% +$13.9K 0.06% 168
2023
Q1 		$663K Sell
6,642
-686
-9% -$58.1K 0.06% 152
2022
Q4 		$511K Buy
7,328
+3,882
+113% +$312K 0.05% 168
2022
Q3 		$282K Buy
3,446
+866
+34% +$75K 0.03% 215
2022
Q2 		$212K Buy
+2,580
New +$229K 0.02% 223

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

Summit Financial's PANW Position: Q1 2026 in Review

Summit Financial increased its Palo Alto Networks (PANW) stake by 130% in Q1 2026, buying an estimated $4.65M and bringing the position to 48,971 shares worth $7.85M. The position accounts for 0.1% of the portfolio, ranked #204.

Summit Financial first reported a position in PANW in Q2 2022 and has held it in 16 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Summit Financial held 48,971 shares of Palo Alto Networks worth $7.85M as of Q1 2026.
  • Summit Financial bought 27,678 Palo Alto Networks shares in Q1 2026, an estimated $4.65M.
  • Palo Alto Networks made up 0.1% of Summit Financial's portfolio in Q1 2026, its #204 holding.
  • Summit Financial first reported a position in Palo Alto Networks in Q2 2022 and has held it in 16 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.