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Addison Advisors’s Palo Alto Networks PANW Stock Holding History

Addison 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 		$13.9K Buy
87
+42
+93% +$7.06K ﹤0.01% 600
2025
Q4 		$8.29K Sell
45
-15
-25% -$3.03K ﹤0.01% 649
2025
Q3 		$12.2K Buy
60
+11
+22% +$2.11K ﹤0.01% 605
2025
Q2 		$10K Buy
49
+13
+36% +$2.41K ﹤0.01% 618
2025
Q1 		$6.14K Hold
36
– – ﹤0.01% 645
2024
Q4 		$6.55K Hold
36
– – ﹤0.01% 637
2024
Q3 		$6.15K Buy
+36
New +$6.06K ﹤0.01% 644
2024
Q1 		– Sell
-24
Closed -$3.54K – 723
2023
Q4 		$3.54K Hold
24
– – ﹤0.01% 592
2023
Q3 		$2.81K Buy
+24
New +$2.84K ﹤0.01% 576

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Addison Advisors's PANW Position: Q1 2026 in Review

Addison Advisors increased its Palo Alto Networks (PANW) stake by 93% in Q1 2026, buying an estimated $7.06K and bringing the position to 87 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Addison Advisors first reported a position in PANW in Q3 2023 and has held it in 9 quarters since. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Addison Advisors held 87 shares of Palo Alto Networks worth $13.9K as of Q1 2026.
  • Addison Advisors bought 42 Palo Alto Networks shares in Q1 2026, an estimated $7.06K.
  • Palo Alto Networks made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #600 holding.
  • Addison Advisors first reported a position in Palo Alto Networks in Q3 2023 and has held it in 9 quarters since.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.