AWA
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AGH Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

AGH 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 		$537K Sell
3,352
-813
-20% -$137K 0.4% 53
2025
Q4 		$767K Buy
4,165
+769
+23% +$155K 0.58% 34
2025
Q3 		$691K Buy
3,396
+1,559
+85% +$298K 0.51% 36
2025
Q2 		$376K Buy
1,837
+95
+5% +$17.6K 0.31% 66
2025
Q1 		$297K Sell
1,742
-69
-4% -$12.8K 0.29% 84
2024
Q4 		$330K Buy
+1,811
New +$342K 0.31% 76

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

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

AGH Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 20% in Q1 2026, selling an estimated $137K and leaving 3,352 shares worth $537K. The position accounts for 0.4% of the portfolio, ranked #53.

AGH Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $767K in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • AGH Wealth Advisors held 3,352 shares of Palo Alto Networks worth $537K as of Q1 2026.
  • AGH Wealth Advisors sold 813 Palo Alto Networks shares in Q1 2026, an estimated $137K.
  • Palo Alto Networks made up 0.4% of AGH Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • AGH Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Palo Alto Networks position peaked at $767K in Q4 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.