Windward Capital Management’s Palo Alto Networks PANW Stock Holding History

Windward Capital 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	$298K	Sell	1,856 -1,070	-37%	-$180K	0.02%	64
2025 Q4	$539K	Sell	2,926 -52	-2%	-$10.5K	0.04%	62
2025 Q3	$606K	Sell	2,978 -31	-1%	-$5.93K	0.05%	60
2025 Q2	$616K	Sell	3,009 -42	-1%	-$7.8K	0.05%	60
2025 Q1	$521K	Sell	3,051 -668	-18%	-$124K	0.04%	60
2024 Q4	$677K	Sell	3,719 -325	-8%	-$61.4K	0.05%	64
2024 Q3	$691K	Buy	4,044 +468	+13%	+$78.8K	0.05%	65
2024 Q2	$606K	Sell	3,576 -530	-13%	-$79.3K	0.05%	62
2024 Q1	$583K	Buy	+4,106	New	+$648K	0.05%	67
2023 Q3	–	Sell	-5,444	Closed	-$695K	–	67
2023 Q2	$695K	Sell	5,444 -28	-0.5%	-$2.91K	0.06%	66
2023 Q1	$546K	Buy	5,472 +936	+21%	+$79.3K	0.05%	69
2022 Q4	$316K	Sell	4,536 -8	-0.2%	-$642	0.03%	75
2022 Q3	$372K	Sell	4,544 -22	-0.5%	-$1.91K	0.04%	72
2022 Q2	$376K	Sell	4,566 -36	-0.8%	-$3.19K	0.04%	72
2022 Q1	$477K	Sell	4,602 -36	-0.8%	-$3.22K	0.04%	68
2021 Q4	$430K	Sell	4,638 -42	-0.9%	-$3.63K	0.04%	72
2021 Q3	$374K	Sell	4,680 -6	-0.1%	-$422	0.03%	73
2021 Q2	$290K	Buy	4,686 +60	+1%	+$3.56K	0.03%	78
2021 Q1	$248K	Sell	4,626 -408	-8%	-$24.3K	0.02%	79
2020 Q4	$298K	Buy	+5,034	New	+$235K	0.03%	79
2019 Q2	–	Sell	-5,496	Closed	-$222K	–	80
2019 Q1	$222K	Buy	+5,496	New	+$204K	0.03%	77
2018 Q4	–	Sell	-5,574	Closed	-$209K	–	79
2018 Q3	$209K	Buy	+5,574	New	+$203K	0.03%	78
2017 Q1	–	Sell	-9,756	Closed	-$203K	–	85
2016 Q4	$203K	Sell	9,756 -42	-0.4%	-$1.01K	0.04%	88
2016 Q3	$260K	Sell	9,798 -378	-4%	-$8.61K	0.05%	81
2016 Q2	$208K	Sell	10,176 -114	-1%	-$2.64K	0.04%	88
2016 Q1	$280K	Sell	10,290 -78	-0.8%	-$1.92K	0.05%	62
2015 Q4	$304K	Sell	10,368 -156	-1%	-$4.5K	0.06%	60
2015 Q3	$302K	Buy	10,524 +990	+10%	+$29.2K	0.08%	65
2015 Q2	$278K	Buy	9,534 +6	+0.1%	+$160	0.07%	62
2015 Q1	$232K	Buy	+9,528	New	+$213K	0.06%	72

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

Windward Capital Management's PANW Position: Q1 2026 in Review

Windward Capital Management reduced its Palo Alto Networks (PANW) stake by 37% in Q1 2026, selling an estimated $180K and leaving 1,856 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #64.

Windward Capital Management first reported a position in PANW in Q1 2015 and has held it in 30 quarters since. The position peaked at $695K in Q2 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Windward Capital Management held 1,856 shares of Palo Alto Networks worth $298K as of Q1 2026.
Windward Capital Management sold 1,070 Palo Alto Networks shares in Q1 2026, an estimated $180K.
Palo Alto Networks made up 0.02% of Windward Capital Management's portfolio in Q1 2026, its #64 holding.
Windward Capital Management first reported a position in Palo Alto Networks in Q1 2015 and has held it in 30 quarters since.
Windward Capital Management's Palo Alto Networks position peaked at $695K in Q2 2023.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Windward Capital Management's 13F filing for Q1 2026, filed 13 May 2026.