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Tortoise Investment Management’s Palo Alto Networks PANW Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-82
Closed -$16.7K – 1081
2025
Q3 		$16.7K Buy
82
+17
+26% +$3.25K ﹤0.01% 551
2025
Q2 		$13.3K Buy
65
+28
+76% +$5.2K ﹤0.01% 567
2025
Q1 		$6.31K Sell
37
-227
-86% -$42K ﹤0.01% 616
2024
Q4 		$48K Buy
264
+36
+16% +$6.8K 0.01% 426
2024
Q3 		$39K Buy
228
+150
+192% +$25.2K ﹤0.01% 455
2024
Q2 		$13.2K Sell
78
-40
-34% -$5.98K ﹤0.01% 598
2024
Q1 		$16.8K Buy
118
+52
+79% +$8.2K ﹤0.01% 544
2023
Q4 		$9.73K Sell
66
-4
-6% -$535 ﹤0.01% 582
2023
Q3 		$8.21K Sell
70
-14
-17% -$1.66K ﹤0.01% 585
2023
Q2 		$10.7K Sell
84
-8
-9% -$832 ﹤0.01% 547
2023
Q1 		$9.19K Buy
92
+64
+229% +$5.42K ﹤0.01% 559
2022
Q4 		$1.95K Hold
28
– – ﹤0.01% 694
2022
Q3 		$2K Buy
+28
New +$2.42K ﹤0.01% 697
2020
Q2 		– Sell
-48
Closed -$1K – 541
2020
Q1 		$1K Hold
48
– – ﹤0.01% 524
2019
Q4 		$2K Hold
48
– – ﹤0.01% 540
2019
Q3 		$2K Hold
48
– – ﹤0.01% 546
2019
Q2 		$2K Hold
48
– – ﹤0.01% 573
2019
Q1 		$2K Buy
+48
New +$1.78K ﹤0.01% 564
2018
Q3 		– Sell
-90
Closed -$3K – 567
2018
Q2 		$3K Hold
90
– – ﹤0.01% 504
2018
Q1 		$3K Hold
90
– – ﹤0.01% 485
2017
Q4 		$2K Buy
+90
New +$2.19K ﹤0.01% 516
2015
Q4 		– Sell
-300
Closed -$9K – 427
2015
Q3 		$9K Hold
300
– – ﹤0.01% 304
2015
Q2 		$9K Buy
+300
New +$8.01K ﹤0.01% 322

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tortoise Investment Management's PANW Position: Q4 2025 in Review

Tortoise Investment Management sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 82 shares — an estimated $16.7K sold.

Tortoise Investment Management first reported a position in PANW in Q2 2015 and held it in 23 quarters. The position peaked at $48K in Q4 2024. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • Tortoise Investment Management reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 82 Palo Alto Networks shares in Q4 2025, an estimated $16.7K.
  • Tortoise Investment Management first reported a position in Palo Alto Networks in Q2 2015 and held it in 23 quarters.
  • Tortoise Investment Management's Palo Alto Networks position peaked at $48K in Q4 2024.
  • 2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.