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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
2022
Q1 		– Sell
-63,600
Closed -$5.9M – 1283
2021
Q4 		$5.9M Buy
63,600
+63,000
+10,500% +$5.45M 0.28% 71
2021
Q3 		$4.79M Hold
600
– – 0.37% 67
2021
Q2 		$3.71M Hold
600
– – 0.31% 70
2021
Q1 		$3.22M Hold
600
– – 0.35% 56
2020
Q4 		$3.55M Hold
600
– – 0.3% 86
2020
Q3 		$2.45M Hold
600
– – 0.26% 80
2020
Q2 		$2.3M Hold
600
– – 0.29% 76
2020
Q1 		$1.64M Buy
+600
New +$20.9K 0.29% 78

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. 2,459 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.
  • 2,459 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.