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Advyzon Investment Management’s Palo Alto Networks PANW Stock Holding History

Advyzon Investment Management’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 		$1.38M Sell
8,592
-506
-6% -$85K 0.12% 166
2025
Q4 		$1.68M Buy
9,098
+3,272
+56% +$660K 0.19% 115
2025
Q3 		$1.19M Buy
5,826
+3,817
+190% +$731K 0.2% 116
2025
Q2 		$411K Buy
2,009
+905
+82% +$168K 0.09% 210
2025
Q1 		$188K Buy
+1,104
New +$204K 0.07% 264

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

Advyzon Investment Management's PANW Position: Q1 2026 in Review

Advyzon Investment Management reduced its Palo Alto Networks (PANW) stake by 5.6% in Q1 2026, selling an estimated $85K and leaving 8,592 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #166.

Advyzon Investment Management first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.68M in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Advyzon Investment Management held 8,592 shares of Palo Alto Networks worth $1.38M as of Q1 2026.
  • Advyzon Investment Management sold 506 Palo Alto Networks shares in Q1 2026, an estimated $85K.
  • Palo Alto Networks made up 0.12% of Advyzon Investment Management's portfolio in Q1 2026, its #166 holding.
  • Advyzon Investment Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
  • Advyzon Investment Management's Palo Alto Networks position peaked at $1.68M in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.