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

Aviso 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	$232K	Sell	1,447 -122	-8%	-$20.5K	0.1%	130
2025 Q4	$289K	Sell	1,569 -78	-5%	-$15.7K	0.12%	122
2025 Q3	$335K	Sell	1,647 -304	-16%	-$58.2K	0.15%	108
2025 Q2	$399K	Sell	1,951 -601	-24%	-$112K	0.19%	104
2025 Q1	$435K	Sell	2,552 -2,272	-47%	-$420K	0.23%	90
2024 Q4	$878K	Sell	4,824 -164	-3%	-$31K	0.45%	62
2024 Q3	$852K	Sell	4,988 -300	-6%	-$50.5K	0.46%	60
2024 Q2	$896K	Buy	5,288 +1,104	+26%	+$165K	0.53%	46
2024 Q1	$594K	Buy	4,184 +1,862	+80%	+$294K	0.37%	69
2023 Q4	$342K	Buy	+2,322	New	+$310K	0.25%	95

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

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

Aviso Wealth Management reduced its Palo Alto Networks (PANW) stake by 7.8% in Q1 2026, selling an estimated $20.5K and leaving 1,447 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #130.

Aviso Wealth Management first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $896K in Q2 2024. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Aviso Wealth Management held 1,447 shares of Palo Alto Networks worth $232K as of Q1 2026.
Aviso Wealth Management sold 122 Palo Alto Networks shares in Q1 2026, an estimated $20.5K.
Palo Alto Networks made up 0.1% of Aviso Wealth Management's portfolio in Q1 2026, its #130 holding.
Aviso Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Palo Alto Networks position peaked at $896K in Q2 2024.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.