TFB Advisors’s Palo Alto Networks PANW Stock Holding History

TFB Advisors’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	$282K	Sell	1,762 -1,350	-43%	-$227K	0.15%	152
2025 Q4	$573K	Buy	3,112 +54	+2%	+$10.9K	0.16%	141
2025 Q3	$635K	Buy	3,058 +146	+5%	+$27.9K	0.18%	133
2025 Q2	$596K	Sell	2,912 -172	-6%	-$31.9K	0.16%	149
2025 Q1	$526K	Buy	3,084 +58	+2%	+$10.7K	0.15%	161
2024 Q4	$551K	Sell	3,026 -36	-1%	-$6.8K	0.16%	147
2024 Q3	$523K	Sell	3,062 -112	-4%	-$18.9K	0.16%	151
2024 Q2	$538K	Buy	3,174 +324	+11%	+$48.5K	0.18%	128
2024 Q1	$409K	Buy	+2,850	New	+$450K	0.15%	160
2023 Q3	–	Sell	-2,388	Closed	-$305K	–	191
2023 Q2	$305K	Buy	2,388 +274	+13%	+$28.5K	0.13%	176
2023 Q1	$211K	Buy	+2,114	New	+$179K	0.16%	129

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

TFB Advisors's PANW Position: Q1 2026 in Review

TFB Advisors reduced its Palo Alto Networks (PANW) stake by 43% in Q1 2026, selling an estimated $227K and leaving 1,762 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #152.

TFB Advisors first reported a position in PANW in Q1 2023 and has held it in 11 quarters since. The position peaked at $635K in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

TFB Advisors held 1,762 shares of Palo Alto Networks worth $282K as of Q1 2026.
TFB Advisors sold 1,350 Palo Alto Networks shares in Q1 2026, an estimated $227K.
Palo Alto Networks made up 0.15% of TFB Advisors's portfolio in Q1 2026, its #152 holding.
TFB Advisors first reported a position in Palo Alto Networks in Q1 2023 and has held it in 11 quarters since.
TFB Advisors's Palo Alto Networks position peaked at $635K in Q3 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.