Berger Financial Group’s Palo Alto Networks PANW Stock Holding History

Berger Financial Group’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	$1.19M	Sell	7,394 -137	-2%	-$23K	0.07%	192
2025 Q4	$1.39M	Sell	7,531 -183	-2%	-$36.9K	0.08%	179
2025 Q3	$1.57M	Sell	7,714 -38	-0.5%	-$7.27K	0.09%	163
2025 Q2	$1.59M	Buy	7,752 +38	+0.5%	+$7.06K	0.1%	152
2025 Q1	$1.32M	Hold	7,714	–	–	0.09%	160
2024 Q4	$1.4M	Buy	7,714 +4,348	+129%	+$821K	0.1%	153
2024 Q3	$575K	Buy	3,366 +396	+13%	+$66.7K	0.04%	219
2024 Q2	$503K	Buy	2,970 +634	+27%	+$94.8K	0.04%	211
2024 Q1	$332K	Buy	2,336 +88	+4%	+$13.9K	0.03%	263
2023 Q4	$331K	Buy	2,248 +16	+0.7%	+$2.14K	0.03%	214
2023 Q3	$262K	Buy	2,232 +228	+11%	+$27K	0.03%	226
2023 Q2	$256K	Buy	+2,004	New	+$209K	0.03%	240

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

Berger Financial Group's PANW Position: Q1 2026 in Review

Berger Financial Group reduced its Palo Alto Networks (PANW) stake by 1.8% in Q1 2026, selling an estimated $23K and leaving 7,394 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #192.

Berger Financial Group first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.59M in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Berger Financial Group held 7,394 shares of Palo Alto Networks worth $1.19M as of Q1 2026.
Berger Financial Group sold 137 Palo Alto Networks shares in Q1 2026, an estimated $23K.
Palo Alto Networks made up 0.07% of Berger Financial Group's portfolio in Q1 2026, its #192 holding.
Berger Financial Group first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
Berger Financial Group's Palo Alto Networks position peaked at $1.59M in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.