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

Ariadne 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	$433K	Sell	2,703 -100	-4%	-$16.8K	0.19%	114
2025 Q4	$456K	Sell	2,803 -634	-18%	-$128K	0.19%	116
2025 Q3	$704K	Sell	3,437 -230	-6%	-$44K	0.32%	69
2025 Q2	$649K	Buy	3,667 +29	+0.8%	+$5.38K	0.31%	70
2025 Q1	$680K	Buy	3,638 +102	+3%	+$18.9K	0.36%	60
2024 Q4	$694K	Sell	3,536 -136	-4%	-$25.7K	0.32%	62
2024 Q3	$711K	Buy	3,672 +632	+21%	+$106K	0.39%	51
2024 Q2	$515K	Buy	+3,040	New	+$455K	0.4%	58

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

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

Ariadne Wealth Management reduced its Palo Alto Networks (PANW) stake by 3.6% in Q1 2026, selling an estimated $16.8K and leaving 2,703 shares worth $433K. The position accounts for 0.19% of the portfolio, ranked #114.

Ariadne Wealth Management first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $711K in Q3 2024. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Ariadne Wealth Management held 2,703 shares of Palo Alto Networks worth $433K as of Q1 2026.
Ariadne Wealth Management sold 100 Palo Alto Networks shares in Q1 2026, an estimated $16.8K.
Palo Alto Networks made up 0.19% of Ariadne Wealth Management's portfolio in Q1 2026, its #114 holding.
Ariadne Wealth Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Palo Alto Networks position peaked at $711K in Q3 2024.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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