Tidemark’s Palo Alto Networks PANW Stock Holding History

Tidemark’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	$20.4K	Buy	127 +9	+8%	+$1.51K	0.01%	365
2025 Q4	$21.7K	Hold	118	–	–	0.01%	333
2025 Q3	$24K	Sell	118 -32	-21%	-$6.13K	0.01%	331
2025 Q2	$30.7K	Sell	150 -216	-59%	-$40.1K	0.01%	304
2025 Q1	$62.5K	Hold	366	–	–	0.02%	216
2024 Q4	$66.6K	Buy	366 +10	+3%	+$1.89K	0.03%	206
2024 Q3	$60.8K	Buy	356 +10	+3%	+$1.68K	0.03%	207
2024 Q2	$58.6K	Buy	346 +6	+2%	+$897	0.03%	191
2024 Q1	$48.3K	Buy	340 +6	+2%	+$946	0.03%	233
2023 Q4	$49.2K	Buy	+334	New	+$44.7K	0.03%	227

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

Tidemark's PANW Position: Q1 2026 in Review

Tidemark increased its Palo Alto Networks (PANW) stake by 7.6% in Q1 2026, buying an estimated $1.51K and bringing the position to 127 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #365.

Tidemark first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $66.6K in Q4 2024. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Tidemark held 127 shares of Palo Alto Networks worth $20.4K as of Q1 2026.
Tidemark bought 9 Palo Alto Networks shares in Q1 2026, an estimated $1.51K.
Palo Alto Networks made up 0.01% of Tidemark's portfolio in Q1 2026, its #365 holding.
Tidemark first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Tidemark's Palo Alto Networks position peaked at $66.6K in Q4 2024.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.