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Burling Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Burling Wealth Partners’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 		$373K Buy
2,328
+71
+3% +$11.9K 0.06% 141
2025
Q4 		$416K Buy
2,257
+709
+46% +$143K 0.06% 145
2025
Q3 		$315K Buy
1,548
+40
+3% +$7.66K 0.05% 151
2025
Q2 		$309K Sell
1,508
-534
-26% -$99.2K 0.06% 150
2025
Q1 		$348K Hold
2,042
– – 0.07% 137
2024
Q4 		$372K Buy
+2,042
New +$386K 0.08% 133

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

Burling Wealth Partners's PANW Position: Q1 2026 in Review

Burling Wealth Partners increased its Palo Alto Networks (PANW) stake by 3.1% in Q1 2026, buying an estimated $11.9K and bringing the position to 2,328 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #141.

Burling Wealth Partners first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $416K in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Burling Wealth Partners held 2,328 shares of Palo Alto Networks worth $373K as of Q1 2026.
  • Burling Wealth Partners bought 71 Palo Alto Networks shares in Q1 2026, an estimated $11.9K.
  • Palo Alto Networks made up 0.06% of Burling Wealth Partners's portfolio in Q1 2026, its #141 holding.
  • Burling Wealth Partners first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Palo Alto Networks position peaked at $416K in Q4 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.