Vision Capital Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
Other funds holding PANW
VCM
VPM
Vision Capital Management's PANW Position: Q1 2026 in Review
Vision Capital Management reduced its Palo Alto Networks (PANW) stake by 13% in Q1 2026, selling an estimated $630K and leaving 24,199 shares worth $3.88M. The position accounts for 0.49% of the portfolio, ranked #43.
Vision Capital Management first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.75M in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Vision Capital Management held 24,199 shares of Palo Alto Networks worth $3.88M as of Q1 2026.
- Vision Capital Management sold 3,753 Palo Alto Networks shares in Q1 2026, an estimated $630K.
- Palo Alto Networks made up 0.49% of Vision Capital Management's portfolio in Q1 2026, its #43 holding.
- Vision Capital Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
- Vision Capital Management's Palo Alto Networks position peaked at $5.75M in Q2 2025.
- 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.