Angeles Wealth Management’s Palo Alto Networks PANW Stock Holding History

Angeles Wealth 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	$936K	Buy	5,840 +1,633	+39%	+$274K	0.05%	150
2025 Q4	$775K	Buy	4,207 +386	+10%	+$77.9K	0.04%	155
2025 Q3	$778K	Buy	3,821 +3	+0.1%	+$574	0.05%	143
2025 Q2	$781K	Buy	3,818 +851	+29%	+$158K	0.05%	132
2025 Q1	$506K	Buy	2,967 +585	+25%	+$108K	0.04%	137
2024 Q4	$433K	Buy	2,382 +58	+2%	+$11K	0.04%	157
2024 Q3	$397K	Buy	2,324 +114	+5%	+$19.2K	0.03%	154
2024 Q2	$375K	Buy	2,210 +558	+34%	+$83.5K	0.04%	147
2024 Q1	$235K	Sell	1,652 -882	-35%	-$139K	0.02%	195
2023 Q4	$374K	Sell	2,534 -54	-2%	-$7.22K	0.05%	132
2023 Q3	$303K	Buy	2,588 +286	+12%	+$33.8K	0.04%	128
2023 Q2	$294K	Buy	2,302 +6	+0.3%	+$624	0.04%	143
2023 Q1	$229K	Buy	+2,296	New	+$195K	0.03%	163

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

Angeles Wealth Management's PANW Position: Q1 2026 in Review

Angeles Wealth Management increased its Palo Alto Networks (PANW) stake by 39% in Q1 2026, buying an estimated $274K and bringing the position to 5,840 shares worth $936K. The position accounts for 0.05% of the portfolio, ranked #150.

Angeles Wealth Management first reported a position in PANW in Q1 2023 and has held it in 13 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Angeles Wealth Management held 5,840 shares of Palo Alto Networks worth $936K as of Q1 2026.
Angeles Wealth Management bought 1,633 Palo Alto Networks shares in Q1 2026, an estimated $274K.
Palo Alto Networks made up 0.05% of Angeles Wealth Management's portfolio in Q1 2026, its #150 holding.
Angeles Wealth Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 13 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.