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

Triodos 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
2026 Q1	$45.3M	Buy	282,500 +62,900	+29%	+$10.6M	3.42%	9
2025 Q4	$41M	Sell	219,600 -1,700	-0.8%	-$343K	2.97%	10
2025 Q3	$45M	Sell	221,300 -200	-0.1%	-$38.3K	3.26%	8
2025 Q2	$45.3M	Buy	221,500 +700	+0.3%	+$130K	3.4%	9
2025 Q1	$38.1M	Sell	220,800 -1,700	-0.8%	-$314K	3.13%	11
2024 Q4	$40.5M	Buy	222,500 +2,200	+1%	+$416K	3.27%	10
2024 Q3	$37.6M	Buy	220,300 +1,000	+0.5%	+$168K	2.97%	13
2024 Q2	$37.2M	Buy	219,300 +55,900	+34%	+$8.36M	3.25%	13
2024 Q1	$23.2M	Buy	+163,400	New	+$25.8M	2.1%	24

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

Triodos Investment Management's PANW Position: Q1 2026 in Review

Triodos Investment Management increased its Palo Alto Networks (PANW) stake by 29% in Q1 2026, buying an estimated $10.6M and bringing the position to 282,500 shares worth $45.3M. The position accounts for 3.42% of the portfolio, ranked #9.

Triodos Investment Management first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $45.3M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Triodos Investment Management held 282,500 shares of Palo Alto Networks worth $45.3M as of Q1 2026.
Triodos Investment Management bought 62,900 Palo Alto Networks shares in Q1 2026, an estimated $10.6M.
Palo Alto Networks made up 3.42% of Triodos Investment Management's portfolio in Q1 2026, its #9 holding.
Triodos Investment Management first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
Triodos Investment Management's Palo Alto Networks position peaked at $45.3M in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Triodos Investment Management's 13F filing for Q1 2026, filed 7 May 2026.