Arbor Trust Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Arbor Trust 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	$1.19M	Sell	7,410 -105	-1%	-$17.6K	0.52%	42
2025 Q4	$1.38M	Sell	7,515 -45	-0.6%	-$9.08K	0.61%	39
2025 Q3	$1.54M	Buy	7,560 +195	+3%	+$37.3K	0.69%	40
2025 Q2	$1.51M	Buy	7,365 +180	+3%	+$33.4K	0.74%	40
2025 Q1	$1.23M	Buy	7,185 +271	+4%	+$50.1K	0.58%	42
2024 Q4	$1.26M	Buy	6,914 +1,616	+31%	+$305K	0.59%	43
2024 Q3	$898K	Hold	5,298	–	–	0.47%	49
2024 Q2	$898K	Buy	5,298 +614	+13%	+$91.8K	0.47%	49
2024 Q1	$658K	Buy	4,684 +700	+18%	+$110K	0.36%	57
2023 Q4	$587K	Buy	+3,984	New	+$533K	0.35%	61

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

Arbor Trust Wealth Advisors's PANW Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 1.4% in Q1 2026, selling an estimated $17.6K and leaving 7,410 shares worth $1.19M. The position accounts for 0.52% of the portfolio, ranked #42.

Arbor Trust Wealth Advisors first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.54M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Arbor Trust Wealth Advisors held 7,410 shares of Palo Alto Networks worth $1.19M as of Q1 2026.
Arbor Trust Wealth Advisors sold 105 Palo Alto Networks shares in Q1 2026, an estimated $17.6K.
Palo Alto Networks made up 0.52% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #42 holding.
Arbor Trust Wealth Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Arbor Trust Wealth Advisors's Palo Alto Networks position peaked at $1.54M in Q3 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.