A4 Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

A4 Wealth Advisors’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	–	Sell	-1,169	Closed	-$215K	–	127
2025 Q4	$215K	Sell	1,169 -1,125	-49%	-$227K	0.19%	118
2025 Q3	$467K	Buy	+2,294	New	+$439K	0.39%	73

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

A4 Wealth Advisors's PANW Position: Q1 2026 in Review

A4 Wealth Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,169 shares — an estimated $215K sold.

A4 Wealth Advisors first reported a position in PANW in Q3 2025 and held it in 2 quarters. The position peaked at $467K in Q3 2025. 2,463 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

A4 Wealth Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
A4 Wealth Advisors sold 1,169 Palo Alto Networks shares in Q1 2026, an estimated $215K.
A4 Wealth Advisors first reported a position in Palo Alto Networks in Q3 2025 and held it in 2 quarters.
A4 Wealth Advisors's Palo Alto Networks position peaked at $467K in Q3 2025.
2,463 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.