Brown Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Brown Financial 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	$1.44M	Buy	8,975 +226	+3%	+$38K	0.54%	58
2025 Q4	$1.61M	Sell	8,749 -22	-0.3%	-$4.44K	0.59%	60
2025 Q3	$1.79M	Buy	8,771 +325	+4%	+$62.2K	0.66%	54
2025 Q2	$1.73M	Buy	8,446 +111	+1%	+$20.6K	0.67%	53
2025 Q1	$1.42M	Buy	8,335 +1,266	+18%	+$234K	0.59%	63
2024 Q4	$1.29M	Sell	7,069 -353	-5%	-$66.7K	0.52%	60
2024 Q3	$1.27M	Sell	7,422 -3,362	-31%	-$566K	0.52%	62
2024 Q2	$1.83M	Buy	+10,784	New	+$1.61M	0.82%	36

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

Brown Financial Advisors's PANW Position: Q1 2026 in Review

Brown Financial Advisors increased its Palo Alto Networks (PANW) stake by 2.6% in Q1 2026, buying an estimated $38K and bringing the position to 8,975 shares worth $1.44M. The position accounts for 0.54% of the portfolio, ranked #58.

Brown Financial Advisors first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q2 2024. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Brown Financial Advisors held 8,975 shares of Palo Alto Networks worth $1.44M as of Q1 2026.
Brown Financial Advisors bought 226 Palo Alto Networks shares in Q1 2026, an estimated $38K.
Palo Alto Networks made up 0.54% of Brown Financial Advisors's portfolio in Q1 2026, its #58 holding.
Brown Financial Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's Palo Alto Networks position peaked at $1.83M in Q2 2024.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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