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Summit Securities Group’s Palo Alto Networks PANW Stock Holding History

Summit Securities Group’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
-2,077
Closed -$383K – 1297
2025
Q4 		$383K Buy
2,077
+1,561
+303% +$315K 0.05% 232
2025
Q3 		$105K Buy
+516
New +$98.8K 0.02% 388
2025
Q1 		– Sell
-105
Closed -$19.1K – 1019
2024
Q4 		$19.1K Buy
+105
New +$19.8K ﹤0.01% 391
2024
Q3 		– Sell
-86
Closed -$15K – 783
2024
Q2 		$15K Buy
+86
New +$12.9K ﹤0.01% 409
2024
Q1 		– Sell
-50
Closed -$7K – 782
2023
Q4 		$7K Sell
50
-18
-26% -$2.41K ﹤0.01% 538
2023
Q3 		$8K Sell
68
-128
-65% -$15.1K ﹤0.01% 438
2023
Q2 		$25K Buy
+196
New +$20.4K ﹤0.01% 577
2022
Q4 		– Sell
-1,482
Closed -$121K – 1311
2022
Q3 		$121K Buy
+1,482
New +$128K 0.01% 494
2022
Q2 		– Sell
-2,436
Closed -$253K – 1167
2022
Q1 		$253K Buy
+2,436
New +$218K 0.03% 341
2017
Q3 		– Sell
-9,066
Closed -$202K – 277
2017
Q2 		$202K Buy
+9,066
New +$183K 0.04% 208
2016
Q1 		– Sell
-71,880
Closed -$2.11M – 284
2015
Q4 		$2.11M Buy
+71,880
New +$2.07M 0.68% 27
2015
Q3 		– Sell
-600
Closed -$17K – 477
2015
Q2 		$17K Buy
+600
New +$16K 0.01% 327

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 Securities Group's PANW Position: Q1 2026 in Review

Summit Securities Group sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 2,077 shares — an estimated $383K sold.

Summit Securities Group first reported a position in PANW in Q2 2015 and held it in 12 quarters. The position peaked at $2.11M in Q4 2015. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Summit Securities Group reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 2,077 Palo Alto Networks shares in Q1 2026, an estimated $383K.
  • Summit Securities Group first reported a position in Palo Alto Networks in Q2 2015 and held it in 12 quarters.
  • Summit Securities Group's Palo Alto Networks position peaked at $2.11M in Q4 2015.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.