Weatherly Asset Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.3M | Buy |
138,990
+105,240
| +312% | +$17.7M | 1.8% | 17 |
|
|
2025
Q4 | $6.22M | Buy |
33,750
+678
| +2% | +$137K | 0.48% | 41 |
|
|
2025
Q3 | $6.73M | Sell |
33,072
-180
| -0.5% | -$34.5K | 0.55% | 36 |
|
|
2025
Q2 | $6.8M | Sell |
33,252
-830
| -2% | -$154K | 0.58% | 36 |
|
|
2025
Q1 | $5.82M | Sell |
34,082
-750
| -2% | -$139K | 0.52% | 38 |
|
|
2024
Q4 | $6.34M | Buy |
34,832
+2,530
| +8% | +$478K | 0.56% | 34 |
|
|
2024
Q3 | $5.52M | Buy |
32,302
+2,350
| +8% | +$396K | 0.48% | 39 |
|
|
2024
Q2 | $5.08M | Sell |
29,952
-2,140
| -7% | -$320K | 0.46% | 38 |
|
|
2024
Q1 | $4.56M | Buy |
32,092
+650
| +2% | +$103K | 0.44% | 39 |
|
|
2023
Q4 | $4.64M | Buy |
31,442
+1,316
| +4% | +$176K | 0.5% | 35 |
|
|
2023
Q3 | $3.53M | Sell |
30,126
-1,382
| -4% | -$164K | 0.42% | 46 |
|
|
2023
Q2 | $4.03M | Buy |
31,508
+2,770
| +10% | +$288K | 0.47% | 41 |
|
|
2023
Q1 | $2.87M | Buy |
28,738
+400
| +1% | +$33.9K | 0.37% | 56 |
|
|
2022
Q4 | $1.98M | Sell |
28,338
-290
| -1% | -$23.3K | 0.27% | 68 |
|
|
2022
Q3 | $2.34M | Sell |
28,628
-748
| -3% | -$64.8K | 0.34% | 58 |
|
|
2022
Q2 | $2.42M | Sell |
29,376
-1,020
| -3% | -$90.4K | 0.34% | 59 |
|
|
2022
Q1 | $3.15M | Sell |
30,396
-4,230
| -12% | -$379K | 0.37% | 58 |
|
|
2021
Q4 | $3.21M | Buy |
34,626
+102
| +0.3% | +$8.82K | 0.36% | 53 |
|
|
2021
Q3 | $2.76M | Sell |
34,524
-600
| -2% | -$42.2K | 0.34% | 60 |
|
|
2021
Q2 | $2.17M | Hold |
35,124
| – | – | 0.27% | 71 |
|
|
2021
Q1 | $1.89M | Hold |
35,124
| – | – | 0.26% | 73 |
|
|
2020
Q4 | $2.08M | Sell |
35,124
-612
| -2% | -$28.6K | 0.3% | 64 |
|
|
2020
Q3 | $1.46M | Hold |
35,736
| – | – | 0.24% | 78 |
|
|
2020
Q2 | $1.37M | Sell |
35,736
-180
| -0.5% | -$6.34K | 0.24% | 73 |
|
|
2020
Q1 | $981K | Sell |
35,916
-2,550
| -7% | -$89K | 0.21% | 82 |
|
|
2019
Q4 | $1.48M | Sell |
38,466
-1,500
| -4% | -$56.7K | 0.28% | 75 |
|
|
2019
Q3 | $1.36M | Sell |
39,966
-1,440
| -3% | -$51K | 0.29% | 75 |
|
|
2019
Q2 | $1.41M | Sell |
41,406
-600
| -1% | -$22.4K | 0.28% | 75 |
|
|
2019
Q1 | $1.7M | Buy |
42,006
+2,100
| +5% | +$77.9K | 0.35% | 64 |
|
|
2018
Q4 | $1.25M | Sell |
39,906
-900
| -2% | -$28.1K | 0.3% | 77 |
|
|
2018
Q3 | $1.53M | Hold |
40,806
| – | – | 0.31% | 71 |
|
|
2018
Q2 | $1.4M | Sell |
40,806
-678
| -2% | -$22.6K | 0.33% | 72 |
|
|
2018
Q1 | $1.25M | Hold |
41,484
| – | – | 0.3% | 75 |
|
|
2017
Q4 | $1M | Sell |
41,484
-600
| -1% | -$14.6K | 0.24% | 89 |
|
|
2017
Q3 | $1.01M | Sell |
42,084
-1,062
| -2% | -$24.2K | 0.27% | 85 |
|
|
2017
Q2 | $962K | Sell |
43,146
-1,950
| -4% | -$39.4K | 0.27% | 80 |
|
|
2017
Q1 | $847K | Sell |
45,096
-3,750
| -8% | -$83.8K | 0.25% | 84 |
|
|
2016
Q4 | $1.02M | Buy |
48,846
+8,202
| +20% | +$197K | 0.32% | 72 |
|
|
2016
Q3 | $1.08M | Buy |
40,644
+2,460
| +6% | +$56.1K | 0.36% | 67 |
|
|
2016
Q2 | $780K | Buy |
38,184
+19,734
| +107% | +$457K | 0.26% | 89 |
|
|
2016
Q1 | $501K | Buy |
+18,450
| New | +$454K | 0.17% | 111 |
|
Other funds holding PANW
VCM
VPM
Weatherly Asset Management's PANW Position: Q1 2026 in Review
Weatherly Asset Management increased its Palo Alto Networks (PANW) stake by 312% in Q1 2026, buying an estimated $17.7M and bringing the position to 138,990 shares worth $22.3M. The position accounts for 1.8% of the portfolio, ranked #17.
Weatherly Asset Management first reported a position in PANW in Q1 2016 and has held it in 41 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Weatherly Asset Management held 138,990 shares of Palo Alto Networks worth $22.3M as of Q1 2026.
- Weatherly Asset Management bought 105,240 Palo Alto Networks shares in Q1 2026, an estimated $17.7M.
- Palo Alto Networks made up 1.8% of Weatherly Asset Management's portfolio in Q1 2026, its #17 holding.
- Weatherly Asset Management first reported a position in Palo Alto Networks in Q1 2016 and has held it in 41 quarters since.
- 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Weatherly Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.