TBH Global Asset Management’s Palo Alto Networks PANW Stock Holding History

TBH Global 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	$1.21M	Sell	7,518 -10,156	-57%	-$1.71M	0.24%	95
2025 Q4	$3.26M	Buy	17,674 +9,978	+130%	+$2.01M	0.54%	40
2025 Q3	$1.57M	Sell	7,696 -93	-1%	-$17.8K	0.31%	84
2025 Q2	$1.59M	Sell	7,789 -10,333	-57%	-$1.92M	0.34%	55
2025 Q1	$3.09M	Buy	18,122 +10,525	+139%	+$1.95M	0.59%	28
2024 Q4	$1.38M	Sell	7,597 -263	-3%	-$49.7K	0.33%	73
2024 Q3	$1.34M	Sell	7,860 -934	-11%	-$157K	0.29%	84
2024 Q2	$1.49M	Sell	8,794 -10,196	-54%	-$1.53M	0.33%	66
2024 Q1	$2.7M	Buy	18,990 +9,568	+102%	+$1.51M	0.54%	41
2023 Q4	$1.39M	Sell	9,422 -9,284	-50%	-$1.24M	0.28%	62
2023 Q3	$2.19M	Sell	18,706 -20	-0.1%	-$2.37K	0.42%	46
2023 Q2	$2.39M	Sell	18,726 -100	-0.5%	-$10.4K	0.47%	42
2023 Q1	$1.88M	Sell	18,826 -148	-0.8%	-$12.5K	0.4%	56
2022 Q4	$1.32M	Sell	18,974 -1,930	-9%	-$155K	0.32%	64
2022 Q3	$1.71M	Sell	20,904 -2,838	-12%	-$246K	0.44%	49
2022 Q2	$1.96M	Sell	23,742 -924	-4%	-$81.9K	0.46%	49
2022 Q1	$2.56M	Sell	24,666 -4,020	-14%	-$360K	0.55%	45
2021 Q4	$2.66M	Sell	28,686 -1,236	-4%	-$107K	0.55%	47
2021 Q3	$2.39M	Sell	29,922 -2,838	-9%	-$199K	0.55%	47
2021 Q2	$2.03M	Sell	32,760 -5,946	-15%	-$352K	0.47%	55
2021 Q1	$2.08M	Buy	+38,706	New	+$2.3M	0.54%	51

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

TBH Global Asset Management's PANW Position: Q1 2026 in Review

TBH Global Asset Management reduced its Palo Alto Networks (PANW) stake by 57% in Q1 2026, selling an estimated $1.71M and leaving 7,518 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #95.

TBH Global Asset Management first reported a position in PANW in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.26M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

TBH Global Asset Management held 7,518 shares of Palo Alto Networks worth $1.21M as of Q1 2026.
TBH Global Asset Management sold 10,156 Palo Alto Networks shares in Q1 2026, an estimated $1.71M.
Palo Alto Networks made up 0.24% of TBH Global Asset Management's portfolio in Q1 2026, its #95 holding.
TBH Global Asset Management first reported a position in Palo Alto Networks in Q1 2021 and has held it in 21 quarters since.
TBH Global Asset Management's Palo Alto Networks position peaked at $3.26M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.