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Alaethes Wealth’s Palo Alto Networks PANW Stock Holding History

Alaethes Wealth’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 		$2.93M Buy
18,258
+843
+5% +$142K 0.83% 30
2025
Q4 		$3.21M Sell
17,415
-24
-0.1% -$4.84K 0.9% 28
2025
Q3 		$3.55M Sell
17,439
-63
-0.4% -$12.1K 1.01% 21
2025
Q2 		$3.58M Buy
17,502
+100
+0.6% +$18.6K 1.07% 19
2025
Q1 		$2.97M Buy
17,402
+80
+0.5% +$14.8K 1.09% 20
2024
Q4 		$3.15M Sell
17,322
-288
-2% -$54.4K 1.13% 20
2024
Q3 		$3.01M Sell
17,610
-2,264
-11% -$381K 1.11% 16
2024
Q2 		$3.37M Buy
19,874
+254
+1% +$38K 1.39% 14
2024
Q1 		$2.79M Sell
19,620
-116
-0.6% -$18.3K 1.22% 18
2023
Q4 		$2.91M Sell
19,736
-310
-2% -$41.4K 1.38% 15
2023
Q3 		$2.35M Sell
20,046
-558
-3% -$66K 1.29% 14
2023
Q2 		$2.63M Sell
20,604
-174
-0.8% -$18.1K 1.44% 10
2023
Q1 		$2.08M Buy
20,778
+260
+1% +$22K 1.22% 15
2022
Q4 		$1.43M Buy
20,518
+718
+4% +$57.7K 0.98% 33
2022
Q3 		$1.62M Buy
19,800
+690
+4% +$59.8K 1.19% 21
2022
Q2 		$1.57M Sell
19,110
-1,512
-7% -$134K 1.17% 18
2022
Q1 		$2.14M Buy
20,622
+552
+3% +$49.4K 1.36% 11
2021
Q4 		$1.86M Sell
20,070
-588
-3% -$50.9K 1.17% 22
2021
Q3 		$1.65M Buy
20,658
+270
+1% +$19K 1.2% 19
2021
Q2 		$1.26M Buy
20,388
+2,028
+11% +$120K 0.97% 31
2021
Q1 		$986K Buy
+18,360
New +$1.09M 0.91% 39

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

Alaethes Wealth's PANW Position: Q1 2026 in Review

Alaethes Wealth increased its Palo Alto Networks (PANW) stake by 4.8% in Q1 2026, buying an estimated $142K and bringing the position to 18,258 shares worth $2.93M. The position accounts for 0.83% of the portfolio, ranked #30.

Alaethes Wealth first reported a position in PANW in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.58M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Alaethes Wealth held 18,258 shares of Palo Alto Networks worth $2.93M as of Q1 2026.
  • Alaethes Wealth bought 843 Palo Alto Networks shares in Q1 2026, an estimated $142K.
  • Palo Alto Networks made up 0.83% of Alaethes Wealth's portfolio in Q1 2026, its #30 holding.
  • Alaethes Wealth first reported a position in Palo Alto Networks in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's Palo Alto Networks position peaked at $3.58M in Q2 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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