1776 Wealth’s Palo Alto Networks PANW Stock Holding History

1776 Wealth’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	$245K	Hold	1,530	–	–	0.1%	133
2025 Q4	$282K	Sell	1,530 -52	-3%	-$10.5K	0.11%	117
2025 Q3	$322K	Sell	1,582 -2,470	-61%	-$473K	0.12%	109
2025 Q2	$829K	Sell	4,052 -156	-4%	-$29K	0.34%	52
2025 Q1	$718K	Sell	4,208 -98	-2%	-$18.1K	0.33%	55
2024 Q4	$784K	Hold	4,306	–	–	0.36%	50
2024 Q3	$736K	Sell	4,306 -240	-5%	-$40.4K	0.33%	55
2024 Q2	$771K	Sell	4,546 -16	-0.4%	-$2.39K	0.35%	53
2024 Q1	$648K	Sell	4,562 -54	-1%	-$8.52K	0.31%	64
2023 Q4	$681K	Hold	4,616	–	–	0.34%	53
2023 Q3	$541K	Hold	4,616	–	–	0.29%	60
2023 Q2	$590K	Buy	+4,616	New	+$480K	0.31%	58
2020 Q3	–	Sell	-900	Closed	-$34K	–	255
2020 Q2	$34K	Sell	900 -900	-50%	-$31.7K	0.02%	212
2020 Q1	$58K	Buy	1,800 +900	+100%	+$31.4K	0.02%	211
2019 Q4	$34K	Buy	+900	New	+$34K	0.03%	209

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

1776 Wealth's PANW Position: Q1 2026 in Review

1776 Wealth held its Palo Alto Networks (PANW) position steady in Q1 2026 at 1,530 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #133.

1776 Wealth first reported a position in PANW in Q4 2019 and has held it in 15 quarters since. The position peaked at $829K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

1776 Wealth held 1,530 shares of Palo Alto Networks worth $245K as of Q1 2026.
1776 Wealth left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up 0.1% of 1776 Wealth's portfolio in Q1 2026, its #133 holding.
1776 Wealth first reported a position in Palo Alto Networks in Q4 2019 and has held it in 15 quarters since.
1776 Wealth's Palo Alto Networks position peaked at $829K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.