Trifecta Capital Advisors’s Palo Alto Networks PANW Stock Holding History

Trifecta Capital 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	$11.3M	Buy	70,536 +1,458	+2%	+$245K	1.75%	16
2025 Q4	$12.7M	Buy	69,078 +1,716	+3%	+$346K	1.88%	16
2025 Q3	$13.7M	Buy	67,362 +2,546	+4%	+$487K	2.09%	15
2025 Q2	$13.3M	Buy	64,816 +3,597	+6%	+$668K	2.21%	13
2025 Q1	$10.4M	Buy	61,219 +592	+1%	+$109K	2.19%	14
2024 Q4	$11M	Buy	60,627 +3,367	+6%	+$636K	2.18%	14
2024 Q3	$9.79M	Buy	57,260 +1,592	+3%	+$268K	2.05%	14
2024 Q2	$9.44M	Buy	55,668 +4,178	+8%	+$625K	2.09%	13
2024 Q1	$7.31M	Buy	51,490 +1,552	+3%	+$245K	1.78%	14
2023 Q4	$7.36M	Buy	49,938 +1,046	+2%	+$140K	2.04%	13
2023 Q3	$5.73M	Buy	48,892 +2,364	+5%	+$280K	1.84%	13
2023 Q2	$5.94M	Buy	46,528 +4,020	+9%	+$418K	1.91%	13
2023 Q1	$4.25M	Buy	42,508 +3,060	+8%	+$259K	1.5%	17
2022 Q4	$2.75M	Buy	+39,448	New	+$3.17M	1.1%	25

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

Trifecta Capital Advisors's PANW Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Palo Alto Networks (PANW) stake by 2.1% in Q1 2026, buying an estimated $245K and bringing the position to 70,536 shares worth $11.3M. The position accounts for 1.75% of the portfolio, ranked #16.

Trifecta Capital Advisors first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.7M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Trifecta Capital Advisors held 70,536 shares of Palo Alto Networks worth $11.3M as of Q1 2026.
Trifecta Capital Advisors bought 1,458 Palo Alto Networks shares in Q1 2026, an estimated $245K.
Palo Alto Networks made up 1.75% of Trifecta Capital Advisors's portfolio in Q1 2026, its #16 holding.
Trifecta Capital Advisors first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Palo Alto Networks position peaked at $13.7M in Q3 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.