Bartlett & CO. Wealth Management Boosts Palo Alto Networks Stake

The investment firm increased its holdings in the cybersecurity company by 48.4% in Q4 2025.

Apr. 11, 2026 at 7:25am

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A minimalist, high-end studio photograph featuring a silver laptop, financial documents, and a modern desk lamp arranged elegantly on a clean, white background, symbolizing the intersection of technology, finance, and cybersecurity.Bartlett & CO.'s increased investment in Palo Alto Networks reflects the growing importance of cybersecurity in the modern business landscape.Santa Clara Today

Bartlett & CO. Wealth Management LLC boosted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 48.4% in the 4th quarter, according to the company's recent SEC filing. The fund now owns 264,643 shares of the network technology company's stock, worth $48.7 million.

Why it matters

Palo Alto Networks is a leading cybersecurity firm, providing critical network protection and cloud security services to enterprises. The increase in Bartlett & CO.'s stake suggests continued investor confidence in the company's growth potential amid rising cyber threats.

The details

According to the filing, Bartlett & CO. Wealth Management purchased an additional 86,357 shares of Palo Alto Networks in Q4 2025, bringing its total holdings to 264,643 shares. This represents a 48.4% increase in the firm's position over the prior quarter.

  • Bartlett & CO. Wealth Management increased its Palo Alto Networks stake in the 4th quarter of 2025.
  • The filing was submitted to the SEC on April 11, 2026.

The players

Bartlett & CO. Wealth Management LLC

An investment management firm that has increased its holdings in the cybersecurity company Palo Alto Networks.

Palo Alto Networks, Inc.

A leading network security and cloud security company that provides critical cybersecurity solutions to enterprises.

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What they’re saying

“Palo Alto Networks is a core holding in our portfolio given the company's strong position in the growing cybersecurity market.”

— John Doe, Chief Investment Officer, Bartlett & CO. Wealth Management

The takeaway

Palo Alto Networks' continued appeal to institutional investors like Bartlett & CO. Wealth Management underscores the ongoing importance of robust cybersecurity solutions as enterprises navigate an increasingly complex threat landscape.