William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  Palo Alto Networks, Inc. (PANW)
← All PANW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 532,679 0.87 Add 141.42% 0.51 $139.57–196.19 · VW $161.55i $85,399,097 SEC
2025   Q4 220,647 0.39 Add 98.35% 0.19 $180.05–223.61 · VW $199.84i $40,643,177 SEC
2025   Q3 111,242 0.21 Add 171.78% 0.13 $165.21–210.39 · VW $187.70i $22,651,096 SEC
2025   Q2 40,931 0.08 Add 35.57% 0.02 $144.15–206.74 · VW $185.85i $8,376,120 SEC
2025   Q1 30,191 0.05 Add 2.84% <0.01 $165.88–208.39 · VW $184.45i $5,151,792 SEC
2024   Q4 29,356 0.05 Reduce 5.52% <0.01 $164.13–207.24 · VW $187.28i $5,341,618 SEC
2024   Q3 31,072 0.05 Reduce 9.53% <0.01 $142.01–187.68 · VW $169.28i $5,310,205 SEC
2024   Q2 34,346 0.06 Add 0.94% <0.01 $132.50–172.95 · VW $151.17i $5,821,819 SEC
2024   Q1 34,026 0.05 Add 13.09% <0.01 $130.04–190.42 · VW $155.22i $4,833,904 SEC
2023   Q4 30,088 0.05 Add 43.14% 0.01 $115.04–159.00 · VW $137.39i $4,436,175 SEC
2023   Q3 21,020 0.03 Add 5.22% <0.01 $100.58–129.44 · VW $119.22i $2,463,964 SEC
2023   Q2 19,978 0.03 Reduce 2.64% <0.01 $88.15–128.41 · VW $110.07i $2,552,289 SEC
2023   Q1 20,520 0.02 Buy 0.02 $66.11–100.15 · VW $87.07i $2,049,332 SEC
Price snapshot:
Current price$330.30
Avg. buy price$169.54
+/- since buy94.82%
52-week low$139.57
52-week high$368.17