Aviance Capital Partners’s Palo Alto Networks PANW Stock Holding History

Aviance Capital Partners’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	$1.16M	Buy	7,237 +5,750	+387%	+$966K	0.14%	140
2025 Q4	$274K	Sell	1,487 -500	-25%	-$101K	0.03%	315
2025 Q3	$405K	Buy	+1,987	New	+$380K	0.05%	264
2024 Q4	–	Sell	-1,506	Closed	-$257K	–	341
2024 Q3	$257K	Sell	1,506 -18	-1%	-$3.03K	0.03%	292
2024 Q2	$258K	Sell	1,524 -4,958	-76%	-$742K	0.04%	280
2024 Q1	$921K	Buy	+6,482	New	+$1.02M	0.14%	159
2020 Q4	–	Sell	-36,000	Closed	-$1.47M	–	260
2020 Q3	$1.47M	Buy	+36,000	New	+$1.5M	0.33%	77
2017 Q1	–	Sell	-11,652	Closed	-$243K	–	204
2016 Q4	$243K	Sell	11,652 -1,110	-9%	-$26.6K	0.09%	188
2016 Q3	$339K	Buy	12,762 +1,002	+9%	+$22.8K	0.12%	157
2016 Q2	$240K	Buy	11,760 +2,460	+26%	+$57K	0.09%	181
2016 Q1	$253K	Sell	9,300 -39,090	-81%	-$961K	0.09%	166
2015 Q4	$1.42M	Sell	48,390 -2,634	-5%	-$76K	0.49%	55
2015 Q3	$1.46M	Buy	+51,024	New	+$1.51M	0.6%	46

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

Aviance Capital Partners's PANW Position: Q1 2026 in Review

Aviance Capital Partners increased its Palo Alto Networks (PANW) stake by 387% in Q1 2026, buying an estimated $966K and bringing the position to 7,237 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #140.

Aviance Capital Partners first reported a position in PANW in Q3 2015 and has held it in 13 quarters since. The position peaked at $1.47M in Q3 2020. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Aviance Capital Partners held 7,237 shares of Palo Alto Networks worth $1.16M as of Q1 2026.
Aviance Capital Partners bought 5,750 Palo Alto Networks shares in Q1 2026, an estimated $966K.
Palo Alto Networks made up 0.14% of Aviance Capital Partners's portfolio in Q1 2026, its #140 holding.
Aviance Capital Partners first reported a position in Palo Alto Networks in Q3 2015 and has held it in 13 quarters since.
Aviance Capital Partners's Palo Alto Networks position peaked at $1.47M in Q3 2020.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.