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Triasima Portfolio Management’s Palo Alto Networks PANW Stock Holding History

Triasima Portfolio 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 		– Sell
-13,526
Closed -$2.49M – 156
2025
Q4 		$2.49M Sell
13,526
-2,056
-13% -$415K 0.37% 75
2025
Q3 		$3.17M Sell
15,582
-39
-0.2% -$7.47K 0.48% 72
2025
Q2 		$3.2M Sell
15,621
-239
-2% -$44.4K 0.58% 69
2025
Q1 		$2.71M Buy
15,860
+35
+0.2% +$6.47K 0.53% 62
2024
Q4 		$2.88M Buy
+15,825
New +$2.99M 0.56% 59
2024
Q3 		– Sell
-11,196
Closed -$1.9M – 129
2024
Q2 		$1.9M Sell
11,196
-5,828
-34% -$872K 0.17% 81
2024
Q1 		$2.42M Sell
17,024
-2,496
-13% -$394K 0.2% 76
2023
Q4 		$2.88M Buy
19,520
+212
+1% +$28.3K 0.24% 67
2023
Q3 		$2.26M Sell
19,308
-5,648
-23% -$668K 0.21% 68
2023
Q2 		$4.22M Sell
24,956
-530
-2% -$55.1K 0.27% 60
2023
Q1 		$2.55M Hold
25,486
– – 0.21% 68
2022
Q4 		$1.78M Sell
25,486
-26,408
-51% -$2.12M 0.14% 78
2022
Q3 		$4.25M Sell
51,894
-312
-0.6% -$27K 0.34% 49
2022
Q2 		$4.3M Buy
52,206
+14,010
+37% +$1.24M 0.3% 48
2022
Q1 		$3.96M Buy
38,196
+12,180
+47% +$1.09M 0.19% 59
2021
Q4 		$2.41M Buy
+26,016
New +$2.25M 0.12% 88

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Triasima Portfolio Management's PANW Position: Q1 2026 in Review

Triasima Portfolio Management sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 13,526 shares — an estimated $2.49M sold.

Triasima Portfolio Management first reported a position in PANW in Q4 2021 and held it in 16 quarters. The position peaked at $4.3M in Q2 2022. 2,471 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Triasima Portfolio Management reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Triasima Portfolio Management sold 13,526 Palo Alto Networks shares in Q1 2026, an estimated $2.49M.
  • Triasima Portfolio Management first reported a position in Palo Alto Networks in Q4 2021 and held it in 16 quarters.
  • Triasima Portfolio Management's Palo Alto Networks position peaked at $4.3M in Q2 2022.
  • 2,471 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Triasima Portfolio Management's 13F filing for Q1 2026, filed 24 Apr 2026.