Andrew R. Adams
Mairs & Power Growth Fund
Mairs & Power Growth Fund Palo Alto Networks Inc stake
total: 96
Mairs & Power Growth Fund PANW trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 2
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Mairs & Power Growth Fund holds 382,991 Palo Alto Networks Inc (PANW) shares with a market value of roughly $130.61M accounting for 2.35% of the overall portfolio. To date, the estimated cost basis is nearly $171.8 for "buy" trades. Mairs & Power Growth Fund first purchased PANW in 2025 Q3, initially acquiring 40,000 shares. Since the initial investment in Palo Alto Networks Inc (PANW), Mairs & Power Growth Fund has made 2 more transactions.
When did Mairs & Power Growth Fund buy Palo Alto Networks Inc (PANW)?
Mairs & Power Growth Fund first invested in Palo Alto Networks Inc (PANW) in 2025 Q3 at the reported quarter-end price of $203.62 per share.
What's the cost basis of Mairs & Power Growth Fund's PANW stake?
The estimated cost basis for Palo Alto Networks Inc (PANW) stake is around $171.80 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $171.80
Mairs & Power Growth Fund's historical trades in Palo Alto Networks Inc
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
1.23%
|
382,991
|
$160.32
|
$61,401,117
|
+152.59% (+231,367)
|
+0.74%
|
|
2025 Q4
|
0.50%
|
151,624
|
$184.20
|
$27,929,141
|
+279.06% (+111,624)
|
+0.37%
|
|
2025 Q3
|
0.14%
|
40,000
|
$203.62
|
$8,144,800
|
new
|
+0.14%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.