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

Beacon Pointe 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
2025
Q1 		– Sell
-4,000
Closed -$728K – 1255
2024
Q4 		$728K Hold
4,000
– – 0.01% 720
2024
Q3 		$684K Hold
4,000
– – 0.01% 744
2024
Q2 		$678K Hold
4,000
– – 0.01% 766
2024
Q1 		$568K Buy
+4,000
New +$631K 0.01% 866

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Palo Alto Networks (PANW) stake by 28% in Q1 2026, buying an estimated $9.04M and bringing the position to 247,635 shares worth $39.7M. The position accounts for 0.21% of the portfolio, ranked #110.

Beacon Pointe Advisors first reported a position in PANW in Q2 2021 and has held it in 20 quarters since. The position peaked at $41M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Beacon Pointe Advisors held 247,635 shares of Palo Alto Networks worth $39.7M as of Q1 2026.
  • Beacon Pointe Advisors bought 53,787 Palo Alto Networks shares in Q1 2026, an estimated $9.04M.
  • Palo Alto Networks made up 0.21% of Beacon Pointe Advisors's portfolio in Q1 2026, its #110 holding.
  • Beacon Pointe Advisors first reported a position in Palo Alto Networks in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Palo Alto Networks position peaked at $41M in Q2 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.