Beacon Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Beacon Investment Advisors’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	$367K	Hold	2,290	–	–	0.14%	128
2025 Q4	$422K	Buy	2,290 +5	+0.2%	+$1.01K	0.17%	115
2025 Q3	$465K	Hold	2,285	–	–	0.19%	108
2025 Q2	$458K	Hold	2,285	–	–	0.2%	109
2025 Q1	$390K	Buy	2,285 +207	+10%	+$38.3K	0.18%	116
2024 Q4	$378K	Sell	2,078 -2	-0.1%	-$378	0.18%	113
2024 Q3	$355K	Hold	2,080	–	–	0.17%	121
2024 Q2	$353K	Hold	2,080	–	–	0.18%	120
2024 Q1	$295K	Buy	2,080 +4	+0.2%	+$631	0.17%	107
2023 Q4	$306K	Buy	+2,076	New	+$278K	0.2%	104
2023 Q3	–	Sell	-1,686	Closed	-$215K	–	130
2023 Q2	$215K	Buy	+1,686	New	+$175K	0.15%	118

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

Beacon Investment Advisors's PANW Position: Q1 2026 in Review

Beacon Investment Advisors held its Palo Alto Networks (PANW) position steady in Q1 2026 at 2,290 shares worth $367K. The position accounts for 0.14% of the portfolio, ranked #128.

Beacon Investment Advisors first reported a position in PANW in Q2 2023 and has held it in 11 quarters since. The position peaked at $465K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Beacon Investment Advisors held 2,290 shares of Palo Alto Networks worth $367K as of Q1 2026.
Beacon Investment Advisors left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up 0.14% of Beacon Investment Advisors's portfolio in Q1 2026, its #128 holding.
Beacon Investment Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 11 quarters since.
Beacon Investment Advisors's Palo Alto Networks position peaked at $465K in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.