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Advocacy Wealth Management Services’s Palo Alto Networks PANW Stock Holding History

Advocacy Wealth Management Services’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 		$13.1M Buy
81,987
+1,444
+2% +$243K 0.58% 43
2025
Q4 		$14.8M Sell
80,543
-372
-0.5% -$75K 0.62% 40
2025
Q3 		$16.7M Buy
+80,915
New +$15.5M 0.73% 38

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

Advocacy Wealth Management Services's PANW Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its Palo Alto Networks (PANW) stake by 1.8% in Q1 2026, buying an estimated $243K and bringing the position to 81,987 shares worth $13.1M. The position accounts for 0.58% of the portfolio, ranked #43.

Advocacy Wealth Management Services first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.7M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Advocacy Wealth Management Services held 81,987 shares of Palo Alto Networks worth $13.1M as of Q1 2026.
  • Advocacy Wealth Management Services bought 1,444 Palo Alto Networks shares in Q1 2026, an estimated $243K.
  • Palo Alto Networks made up 0.58% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #43 holding.
  • Advocacy Wealth Management Services first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
  • Advocacy Wealth Management Services's Palo Alto Networks position peaked at $16.7M in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.