Blodgett Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Blodgett Wealth 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	$946K	Buy	5,900 +425	+8%	+$71.4K	0.75%	24
2025 Q4	$1.01M	Buy	5,475 +225	+4%	+$45.4K	0.7%	23
2025 Q3	$1.07M	Buy	5,250 +450	+9%	+$86.1K	0.74%	22
2025 Q2	$982K	Sell	4,800 -150	-3%	-$27.9K	0.77%	23
2025 Q1	$845K	Hold	4,950	–	–	0.72%	27
2024 Q4	$901K	Buy	4,950 +750	+18%	+$142K	0.71%	23
2024 Q3	$718K	Sell	4,200 -200	-5%	-$33.7K	0.6%	28
2024 Q2	$746K	Sell	4,400 -1,180	-21%	-$176K	0.63%	22
2024 Q1	$793K	Buy	5,580 +1,720	+45%	+$271K	0.72%	25
2023 Q4	$569K	Buy	3,860 +1,260	+48%	+$168K	0.58%	30
2023 Q3	$305K	Buy	2,600 +800	+44%	+$94.7K	0.33%	45
2023 Q2	$230K	Buy	+1,800	New	+$187K	0.24%	54

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

Blodgett Wealth Advisors's PANW Position: Q1 2026 in Review

Blodgett Wealth Advisors increased its Palo Alto Networks (PANW) stake by 7.8% in Q1 2026, buying an estimated $71.4K and bringing the position to 5,900 shares worth $946K. The position accounts for 0.75% of the portfolio, ranked #24.

Blodgett Wealth Advisors first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Blodgett Wealth Advisors held 5,900 shares of Palo Alto Networks worth $946K as of Q1 2026.
Blodgett Wealth Advisors bought 425 Palo Alto Networks shares in Q1 2026, an estimated $71.4K.
Palo Alto Networks made up 0.75% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Blodgett Wealth Advisors first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
Blodgett Wealth Advisors's Palo Alto Networks position peaked at $1.07M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.