Van Hulzen Asset Management’s Palo Alto Networks PANW Stock Holding History

Van Hulzen Asset 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	$681K	Buy	4,249 +2,337	+122%	+$393K	0.05%	200
2025 Q4	$352K	Sell	1,912 -120	-6%	-$24.2K	0.03%	257
2025 Q3	$414K	Buy	2,032 +774	+62%	+$148K	0.03%	242
2025 Q2	$257K	Buy	+1,258	New	+$234K	0.02%	273
2025 Q1	–	Sell	-1,512	Closed	-$275K	–	857
2024 Q4	$275K	Sell	1,512 -10	-0.7%	-$1.89K	0.02%	272
2024 Q3	$260K	Buy	1,522 +14	+0.9%	+$2.36K	0.02%	276
2024 Q2	$256K	Buy	+1,508	New	+$226K	0.02%	271
2023 Q2	–	Sell	-18,074	Closed	-$1.8M	–	327
2023 Q1	$1.8M	Buy	+18,074	New	+$1.53M	0.17%	89
2016 Q2	–	Sell	-29,670	Closed	-$807K	–	152
2016 Q1	$807K	Sell	29,670 -2,160	-7%	-$53.1K	0.46%	62
2015 Q4	$934K	Buy	+31,830	New	+$918K	0.58%	54

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

Van Hulzen Asset Management's PANW Position: Q1 2026 in Review

Van Hulzen Asset Management increased its Palo Alto Networks (PANW) stake by 122% in Q1 2026, buying an estimated $393K and bringing the position to 4,249 shares worth $681K. The position accounts for 0.05% of the portfolio, ranked #200.

Van Hulzen Asset Management first reported a position in PANW in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.8M in Q1 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Van Hulzen Asset Management held 4,249 shares of Palo Alto Networks worth $681K as of Q1 2026.
Van Hulzen Asset Management bought 2,337 Palo Alto Networks shares in Q1 2026, an estimated $393K.
Palo Alto Networks made up 0.05% of Van Hulzen Asset Management's portfolio in Q1 2026, its #200 holding.
Van Hulzen Asset Management first reported a position in Palo Alto Networks in Q4 2015 and has held it in 10 quarters since.
Van Hulzen Asset Management's Palo Alto Networks position peaked at $1.8M in Q1 2023.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.