Baldwin Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Baldwin Wealth 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 Q3	$359K	Buy	+904	New	+$322K	0.02%	175
2025 Q1	–	Sell	-1,566	Closed	-$285K	–	241
2024 Q4	$285K	Sell	1,566 -20	-1%	-$3.78K	0.02%	192
2024 Q3	$271K	Buy	1,586 +464	+41%	+$78.1K	0.02%	287
2024 Q2	$190K	Buy	1,122 +6	+0.5%	+$897	0.01%	207
2024 Q1	$159K	Hold	1,116	–	–	0.01%	229
2023 Q4	$165K	Hold	1,116	–	–	0.01%	228
2023 Q3	$131K	Sell	1,116 -2,040	-65%	-$241K	0.01%	268
2023 Q2	$403K	Hold	3,156	–	–	0.03%	182
2023 Q1	$315K	Buy	3,156 +66	+2%	+$5.59K	0.03%	202
2022 Q4	$216K	Buy	3,090 +996	+48%	+$80K	0.02%	226
2022 Q3	$172K	Buy	2,094 +2,040	+3,778%	+$177K	0.02%	181
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	609
2022 Q1	$6K	Sell	54 -54	-50%	-$4.83K	﹤0.01%	576
2021 Q4	$10K	Hold	108	–	–	﹤0.01%	507
2021 Q3	$9K	Hold	108	–	–	﹤0.01%	533
2021 Q2	$7K	Hold	108	–	–	﹤0.01%	561
2021 Q1	$6K	Hold	108	–	–	﹤0.01%	547
2020 Q4	$6K	Hold	108	–	–	﹤0.01%	491
2020 Q3	$4K	Hold	108	–	–	﹤0.01%	488
2020 Q2	$4K	Hold	108	–	–	﹤0.01%	483
2020 Q1	$3K	Hold	108	–	–	﹤0.01%	502
2019 Q4	$4K	Buy	+108	New	+$4.08K	﹤0.01%	493
2017 Q2	–	Sell	-342	Closed	-$6K	–	496
2017 Q1	$6K	Hold	342	–	–	﹤0.01%	442
2016 Q4	$7K	Sell	342 -180	-34%	-$4.31K	﹤0.01%	457
2016 Q3	$14K	Sell	522 -2,400	-82%	-$54.7K	﹤0.01%	419
2016 Q2	$60K	Hold	2,922	–	–	0.01%	257
2016 Q1	$79K	Buy	+2,922	New	+$71.8K	0.01%	261

Other funds holding PANW

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Baldwin Wealth Partners's PANW Position: Q3 2026 in Review

Baldwin Wealth Partners opened a new position in Palo Alto Networks (PANW) in Q3 2026: 904 shares worth $359K. The stake represents 0.02% of the portfolio and ranks #175 among its holdings. This is a return to the name: Baldwin Wealth Partners previously reported a position in PANW as recently as Q4 2024.

Baldwin Wealth Partners first reported a position in PANW in Q1 2016 and has held it in 27 quarters since. The position peaked at $403K in Q2 2023. 1,518 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Baldwin Wealth Partners held 904 shares of Palo Alto Networks worth $359K as of Q3 2026.
Palo Alto Networks was a new Baldwin Wealth Partners position in Q3 2026.
Palo Alto Networks made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #175 holding.
Baldwin Wealth Partners first reported a position in Palo Alto Networks in Q1 2016 and has held it in 27 quarters since.
Baldwin Wealth Partners's Palo Alto Networks position peaked at $403K in Q2 2023.
1,518 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.