Cassaday & Co Wealth Management’s Palo Alto Networks PANW Stock Holding History

Cassaday & Co Wealth Management’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	$1.05M	Sell	6,531 -45	-0.7%	-$7.56K	0.02%	134
2025 Q4	$1.21M	Buy	6,576 +731	+13%	+$147K	0.03%	119
2025 Q3	$1.19M	Buy	5,845 +52	+0.9%	+$9.95K	0.03%	118
2025 Q2	$1.19M	Buy	5,793 +193	+3%	+$35.8K	0.03%	111
2025 Q1	$956K	Sell	5,600 -120	-2%	-$22.2K	0.03%	124
2024 Q4	$1.04M	Buy	5,720 +2,212	+63%	+$418K	0.03%	113
2024 Q3	$600K	Buy	3,508 +92	+3%	+$15.5K	0.02%	166
2024 Q2	$579K	Buy	3,416 +320	+10%	+$47.9K	0.02%	157
2024 Q1	$440K	Buy	3,096 +42	+1%	+$6.63K	0.01%	181
2023 Q4	$450K	Buy	3,054 +516	+20%	+$69K	0.02%	169
2023 Q3	$298K	Buy	2,538 +36	+1%	+$4.26K	0.01%	191
2023 Q2	$320K	Buy	+2,502	New	+$260K	0.01%	192

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

Cassaday & Co Wealth Management's PANW Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Palo Alto Networks (PANW) stake by 0.68% in Q1 2026, selling an estimated $7.56K and leaving 6,531 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #134.

Cassaday & Co Wealth Management first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Cassaday & Co Wealth Management held 6,531 shares of Palo Alto Networks worth $1.05M as of Q1 2026.
Cassaday & Co Wealth Management sold 45 Palo Alto Networks shares in Q1 2026, an estimated $7.56K.
Palo Alto Networks made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #134 holding.
Cassaday & Co Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
Cassaday & Co Wealth Management's Palo Alto Networks position peaked at $1.21M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.