Values First Advisors
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Values First Advisors’s Palo Alto Networks PANW Stock Holding History

Values First 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
Q3 		$1.72M Sell
4,322
-93
-2% -$33.1K 0.81% 44
2026
Q2 		$1.51M Buy
4,415
+279
+7% +$63.9K 0.69% 52
2026
Q1 		$663K Buy
4,136
+1,115
+37% +$187K 0.35% 80
2025
Q4 		$556K Buy
3,021
+415
+16% +$83.7K 0.29% 98
2025
Q3 		$531K Buy
2,606
+767
+42% +$147K 0.28% 98
2025
Q2 		$376K Buy
1,839
+372
+25% +$69.1K 0.2% 128
2025
Q1 		$251K Sell
1,467
-170
-10% -$31.4K 0.15% 149
2024
Q4 		$298K Sell
1,637
-819
-33% -$155K 0.16% 141
2024
Q3 		$420K Buy
2,456
+426
+21% +$71.7K 0.23% 101
2024
Q2 		$344K Sell
2,030
-2,220
-52% -$332K 0.21% 109
2024
Q1 		$604K Sell
4,250
-6,052
-59% -$955K 0.35% 81
2023
Q4 		$1.52M Sell
10,302
-170
-2% -$22.7K 0.92% 34
2023
Q3 		$1.23M Sell
10,472
-1,486
-12% -$176K 0.79% 40
2023
Q2 		$1.53M Sell
11,958
-4,696
-28% -$489K 0.92% 35
2023
Q1 		$1.66M Buy
16,654
+3,836
+30% +$325K 1.06% 26
2022
Q4 		$894K Sell
12,818
-568
-4% -$45.6K 0.62% 48
2022
Q3 		$1.1M Buy
13,386
+804
+6% +$69.6K 0.79% 44
2022
Q2 		$1.04M Buy
12,582
+2,196
+21% +$195K 0.74% 46
2022
Q1 		$1.08M Sell
10,386
-1,086
-9% -$97.2K 0.68% 48
2021
Q4 		$1.06M Sell
11,472
-570
-5% -$49.3K 0.63% 53
2021
Q3 		$961K Buy
12,042
+432
+4% +$30.4K 0.62% 53
2021
Q2 		$718K Buy
11,610
+1,374
+13% +$81.4K 0.49% 75
2021
Q1 		$549K Sell
10,236
-30
-0.3% -$1.78K 0.41% 82
2020
Q4 		$608K Sell
10,266
-1,116
-10% -$52.1K 0.48% 72
2020
Q3 		$464K Sell
11,382
-894
-7% -$37.2K 0.43% 83
2020
Q2 		$470K Sell
12,276
-870
-7% -$30.7K 0.47% 75
2020
Q1 		$359K Buy
13,146
+984
+8% +$34.4K 0.43% 72
2019
Q4 		$469K Buy
+12,162
New +$460K 0.45% 74

Other funds holding PANW

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Values First Advisors's PANW Position: Q3 2026 in Review

Values First Advisors reduced its Palo Alto Networks (PANW) stake by 2.1% in Q3 2026, selling an estimated $33.1K and leaving 4,322 shares worth $1.72M. The position accounts for 0.81% of the portfolio, ranked #44.

Values First Advisors first reported a position in PANW in Q4 2019 and has held it in 28 quarters since. 1,208 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Values First Advisors held 4,322 shares of Palo Alto Networks worth $1.72M as of Q3 2026.
  • Values First Advisors sold 93 Palo Alto Networks shares in Q3 2026, an estimated $33.1K.
  • Palo Alto Networks made up 0.81% of Values First Advisors's portfolio in Q3 2026, its #44 holding.
  • Values First Advisors first reported a position in Palo Alto Networks in Q4 2019 and has held it in 28 quarters since.
  • 1,208 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.