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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Values First Advisors's PANW Position: Q1 2026 in Review

Values First Advisors increased its Palo Alto Networks (PANW) stake by 37% in Q1 2026, buying an estimated $187K and bringing the position to 4,136 shares worth $663K. The position accounts for 0.35% of the portfolio, ranked #80.

Values First Advisors first reported a position in PANW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.66M in Q1 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Values First Advisors held 4,136 shares of Palo Alto Networks worth $663K as of Q1 2026.
  • Values First Advisors bought 1,115 Palo Alto Networks shares in Q1 2026, an estimated $187K.
  • Palo Alto Networks made up 0.35% of Values First Advisors's portfolio in Q1 2026, its #80 holding.
  • Values First Advisors first reported a position in Palo Alto Networks in Q4 2019 and has held it in 26 quarters since.
  • Values First Advisors's Palo Alto Networks position peaked at $1.66M in Q1 2023.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.