BWL
PANW icon

Bogart Wealth LLC’s Palo Alto Networks PANW Stock Holding History

Bogart Wealth LLC’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 		$16.3M Buy
101,663
+22,693
+29% +$3.81M 0.63% 28
2025
Q4 		$14.5M Buy
78,970
+4,311
+6% +$870K 0.58% 29
2025
Q3 		$15.2M Buy
74,659
+1,948
+3% +$373K 0.62% 29
2025
Q2 		$14.9M Buy
72,711
+2,477
+4% +$460K 0.64% 30
2025
Q1 		$12M Sell
70,234
-4,505
-6% -$833K 0.57% 38
2024
Q4 		$13.6M Buy
74,739
+865
+1% +$163K 0.64% 31
2024
Q3 		$12.6M Buy
73,874
+676
+0.9% +$114K 0.6% 35
2024
Q2 		$12.4M Buy
73,198
+12,684
+21% +$1.9M 0.63% 27
2024
Q1 		$8.6M Sell
60,514
-3,556
-6% -$561K 0.44% 56
2023
Q4 		$9.45M Sell
64,070
-9,800
-13% -$1.31M 0.53% 42
2023
Q3 		$8.66M Buy
73,870
+17,026
+30% +$2.01M 0.53% 45
2023
Q2 		$7.26M Buy
56,844
+938
+2% +$97.6K 0.46% 52
2023
Q1 		$5.58M Buy
55,906
+1,318
+2% +$112K 0.37% 66
2022
Q4 		$3.81M Buy
54,588
+6,002
+12% +$482K 0.27% 82
2022
Q3 		$3.98M Sell
48,586
-9,848
-17% -$853K 0.33% 65
2022
Q2 		$4.81M Buy
58,434
+3,870
+7% +$343K 0.42% 48
2022
Q1 		$5.66M Buy
54,564
+2,784
+5% +$249K 0.48% 44
2021
Q4 		$4.8M Buy
51,780
+14,856
+40% +$1.29M 0.43% 47
2021
Q3 		$2.95M Buy
36,924
+4,932
+15% +$347K 0.3% 58
2021
Q2 		$1.98M Buy
31,992
+4,698
+17% +$278K 0.22% 84
2021
Q1 		$1.47M Buy
27,294
+6,054
+29% +$360K 0.2% 90
2020
Q4 		$1.26M Buy
21,240
+4,008
+23% +$187K 0.23% 74
2020
Q3 		$702K Buy
17,232
+2,724
+19% +$113K 0.16% 90
2020
Q2 		$555K Buy
14,508
+2,922
+25% +$103K 0.13% 88
2020
Q1 		$317K Buy
11,586
+3,612
+45% +$126K 0.09% 100
2019
Q4 		$307K Buy
7,974
+480
+6% +$18.2K 0.1% 101
2019
Q3 		$255K Buy
7,494
+648
+9% +$22.9K 0.13% 86
2019
Q2 		$232K Buy
+6,846
New +$256K 0.14% 85

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

Bogart Wealth LLC's PANW Position: Q1 2026 in Review

Bogart Wealth LLC increased its Palo Alto Networks (PANW) stake by 29% in Q1 2026, buying an estimated $3.81M and bringing the position to 101,663 shares worth $16.3M. The position accounts for 0.63% of the portfolio, ranked #28.

Bogart Wealth LLC first reported a position in PANW in Q2 2019 and has held it in 28 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Bogart Wealth LLC held 101,663 shares of Palo Alto Networks worth $16.3M as of Q1 2026.
  • Bogart Wealth LLC bought 22,693 Palo Alto Networks shares in Q1 2026, an estimated $3.81M.
  • Palo Alto Networks made up 0.63% of Bogart Wealth LLC's portfolio in Q1 2026, its #28 holding.
  • Bogart Wealth LLC first reported a position in Palo Alto Networks in Q2 2019 and has held it in 28 quarters since.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.