Advisor OS’s Palo Alto Networks PANW Stock Holding History

Advisor OS’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	$832K	Buy	5,188 +1,231	+31%	+$207K	0.06%	207
2025 Q4	$729K	Sell	3,957 -345	-8%	-$69.6K	0.06%	211
2025 Q3	$876K	Buy	4,302 +514	+14%	+$98.4K	0.08%	171
2025 Q2	$775K	Sell	3,788 -139	-4%	-$25.8K	0.08%	189
2025 Q1	$670K	Buy	3,927 +40	+1%	+$7.4K	0.08%	182
2024 Q4	$707K	Sell	3,887 -547	-12%	-$103K	0.08%	167
2024 Q3	$758K	Sell	4,434 -96	-2%	-$16.2K	0.08%	193
2024 Q2	$768K	Sell	4,530 -5,046	-53%	-$755K	0.08%	188
2024 Q1	$1.36M	Sell	9,576 -724	-7%	-$114K	0.16%	119
2023 Q4	$1.52M	Buy	10,300 +1,218	+13%	+$163K	0.2%	89
2023 Q3	$1.06M	Buy	9,082 +6,910	+318%	+$818K	0.16%	122
2023 Q2	$277K	Buy	+2,172	New	+$226K	0.05%	243

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

Advisor OS's PANW Position: Q1 2026 in Review

Advisor OS increased its Palo Alto Networks (PANW) stake by 31% in Q1 2026, buying an estimated $207K and bringing the position to 5,188 shares worth $832K. The position accounts for 0.06% of the portfolio, ranked #207.

Advisor OS first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Advisor OS held 5,188 shares of Palo Alto Networks worth $832K as of Q1 2026.
Advisor OS bought 1,231 Palo Alto Networks shares in Q1 2026, an estimated $207K.
Palo Alto Networks made up 0.06% of Advisor OS's portfolio in Q1 2026, its #207 holding.
Advisor OS first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
Advisor OS's Palo Alto Networks position peaked at $1.52M in Q4 2023.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.