Bernard Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bernard 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	$2.03M	Sell	12,643 -834	-6%	-$140K	0.86%	24
2025 Q4	$2.48M	Sell	13,477 -419	-3%	-$84.5K	1.01%	21
2025 Q3	$2.83M	Sell	13,896 -2,735	-16%	-$524K	1.18%	20
2025 Q2	$3.4M	Buy	16,631 +2,314	+16%	+$430K	1.58%	19
2025 Q1	$2.44M	Buy	14,317 +117	+0.8%	+$21.6K	1.19%	21
2024 Q4	$2.58M	Buy	+14,200	New	+$2.68M	1.22%	20

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

Bernard Wealth Management's PANW Position: Q1 2026 in Review

Bernard Wealth Management reduced its Palo Alto Networks (PANW) stake by 6.2% in Q1 2026, selling an estimated $140K and leaving 12,643 shares worth $2.03M. The position accounts for 0.86% of the portfolio, ranked #24.

Bernard Wealth Management first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.4M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Bernard Wealth Management held 12,643 shares of Palo Alto Networks worth $2.03M as of Q1 2026.
Bernard Wealth Management sold 834 Palo Alto Networks shares in Q1 2026, an estimated $140K.
Palo Alto Networks made up 0.86% of Bernard Wealth Management's portfolio in Q1 2026, its #24 holding.
Bernard Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's Palo Alto Networks position peaked at $3.4M in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.