Cascade Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
Other funds holding PANW
VCM
VPM
Cascade Wealth Advisors's PANW Position: Q1 2026 in Review
Cascade Wealth Advisors held its Palo Alto Networks (PANW) position steady in Q1 2026 at 1,120 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #58.
Cascade Wealth Advisors first reported a position in PANW in Q2 2024 and has held it in 5 quarters since. The position peaked at $243K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Cascade Wealth Advisors held 1,120 shares of Palo Alto Networks worth $233K as of Q1 2026.
- Cascade Wealth Advisors left its Palo Alto Networks share count unchanged in Q1 2026.
- Palo Alto Networks made up 0.1% of Cascade Wealth Advisors's portfolio in Q1 2026, its #58 holding.
- Cascade Wealth Advisors first reported a position in Palo Alto Networks in Q2 2024 and has held it in 5 quarters since.
- Cascade Wealth Advisors's Palo Alto Networks position peaked at $243K in Q3 2025.
- 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.