Waterloo Capital’s Palo Alto Networks PANW Stock Holding History

Waterloo Capital’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	$1.41M	Sell	8,802 -2,048	-19%	-$344K	0.1%	176
2025 Q4	$2M	Buy	10,850 +467	+4%	+$94.2K	0.14%	144
2025 Q3	$2.11M	Buy	10,383 +1,858	+22%	+$356K	0.16%	137
2025 Q2	$1.74M	Buy	8,525 +907	+12%	+$168K	0.14%	145
2025 Q1	$1.3M	Sell	7,618 -1,011	-12%	-$187K	0.12%	156
2024 Q4	$1.57M	Buy	8,629 +343	+4%	+$64.8K	0.17%	138
2024 Q3	$1.42M	Sell	8,286 -1,906	-19%	-$321K	0.15%	140
2024 Q2	$1.73M	Sell	10,192 -366	-3%	-$54.7K	0.21%	109
2024 Q1	$1.5M	Buy	10,558 +1,696	+19%	+$268K	0.19%	110
2023 Q4	$1.31M	Buy	+8,862	New	+$1.18M	0.21%	110

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

Waterloo Capital's PANW Position: Q1 2026 in Review

Waterloo Capital reduced its Palo Alto Networks (PANW) stake by 19% in Q1 2026, selling an estimated $344K and leaving 8,802 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #176.

Waterloo Capital first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.11M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Waterloo Capital held 8,802 shares of Palo Alto Networks worth $1.41M as of Q1 2026.
Waterloo Capital sold 2,048 Palo Alto Networks shares in Q1 2026, an estimated $344K.
Palo Alto Networks made up 0.1% of Waterloo Capital's portfolio in Q1 2026, its #176 holding.
Waterloo Capital first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Waterloo Capital's Palo Alto Networks position peaked at $2.11M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.