Bartlett & Co Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bartlett & Co 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	$64.8M	Buy	350,887 +86,244	+33%	+$14.5M	0.83%	33
2025 Q4	$48.7M	Buy	264,643 +86,357	+48%	+$17.4M	0.64%	46
2025 Q3	$36.3M	Buy	178,286 +174,705	+4,879%	+$33.4M	0.48%	54
2025 Q2	$733K	Buy	3,581 +251	+8%	+$46.6K	0.01%	291
2025 Q1	$568K	Buy	3,330 +34	+1%	+$6.29K	0.01%	314
2024 Q4	$600K	Hold	3,296	–	–	0.01%	303
2024 Q3	$563K	Sell	3,296 -122	-4%	-$20.5K	0.01%	317
2024 Q2	$579K	Buy	3,418 +1,880	+122%	+$281K	0.01%	305
2024 Q1	$218K	Sell	1,538 -200	-12%	-$31.5K	﹤0.01%	442
2023 Q4	$257K	Buy	1,738 +858	+98%	+$115K	﹤0.01%	439
2023 Q3	$103K	Buy	880 +538	+157%	+$63.7K	﹤0.01%	533
2023 Q2	$43.7K	Buy	+342	New	+$35.6K	﹤0.01%	693
2022 Q3	–	Sell	-54	Closed	-$4.45K	–	1249
2022 Q2	$4.45K	Buy	+54	New	+$4.79K	﹤0.01%	1037
2019 Q2	–	Sell	-24	Closed	-$972	–	795
2019 Q1	$972	Buy	+24	New	+$890	﹤0.01%	684

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

Bartlett & Co Wealth Management's PANW Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Palo Alto Networks (PANW) stake by 33% in Q1 2026, buying an estimated $14.5M and bringing the position to 350,887 shares worth $64.8M. The position accounts for 0.83% of the portfolio, ranked #33.

Bartlett & Co Wealth Management first reported a position in PANW in Q1 2019 and has held it in 14 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Bartlett & Co Wealth Management held 350,887 shares of Palo Alto Networks worth $64.8M as of Q1 2026.
Bartlett & Co Wealth Management bought 86,244 Palo Alto Networks shares in Q1 2026, an estimated $14.5M.
Palo Alto Networks made up 0.83% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #33 holding.
Bartlett & Co Wealth Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 14 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.