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Arete Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Arete 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 		– Sell
-8,500
Closed -$1.57M – 615
2025
Q4 		$1.57M Sell
8,500
-3,860
-31% -$779K 0.1% 209
2025
Q3 		$2.52M Buy
+12,360
New +$2.37M 0.16% 127
2025
Q1 		– Sell
-10,822
Closed -$1.97M – 787
2024
Q4 		$1.97M Buy
10,822
+3,560
+49% +$673K 0.14% 143
2024
Q3 		$1.24M Sell
7,262
-2,514
-26% -$423K 0.11% 188
2024
Q2 		$1.65M Buy
+9,776
New +$1.46M 0.14% 151
2024
Q1 		– Sell
-6,922
Closed -$1.02M – 629
2023
Q4 		$1.02M Buy
6,922
+1,948
+39% +$260K 0.08% 248
2023
Q3 		$583K Buy
4,974
+876
+21% +$104K 0.1% 211
2023
Q2 		$524K Buy
4,098
+256
+7% +$26.6K 0.05% 349
2023
Q1 		$384K Buy
3,842
+670
+21% +$56.8K 0.03% 406
2022
Q4 		$221M Buy
3,172
+88
+3% +$7.07K 0.02% 536
2022
Q3 		$253K Sell
3,084
-318
-9% -$27.5K 0.02% 450
2022
Q2 		$281K Buy
3,402
+384
+13% +$34.1K 0.03% 349
2022
Q1 		$313K Buy
3,018
+252
+9% +$22.6K 0.03% 366
2021
Q4 		$256K Sell
2,766
-1,590
-37% -$138K 0.02% 419
2021
Q3 		$348K Buy
+4,356
New +$306K 0.04% 305
2016
Q2 		– Sell
-131,070
Closed -$3.56M – 162
2016
Q1 		$3.56M Buy
+131,070
New +$3.22M 2.13% 9

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

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

Arete Wealth Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 8,500 shares — an estimated $1.57M sold.

Arete Wealth Advisors first reported a position in PANW in Q1 2016 and held it in 16 quarters. The position peaked at $221M in Q4 2022. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,500 Palo Alto Networks shares in Q1 2026, an estimated $1.57M.
  • Arete Wealth Advisors first reported a position in Palo Alto Networks in Q1 2016 and held it in 16 quarters.
  • Arete Wealth Advisors's Palo Alto Networks position peaked at $221M in Q4 2022.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.