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Cherry Tree Wealth Management’s Palo Alto Networks PANW Stock Holding History

Cherry Tree 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 		$962 Hold
6
– – ﹤0.01% 539
2025
Q4 		$1.11K Hold
6
– – ﹤0.01% 536
2025
Q3 		$1.22K Hold
6
– – ﹤0.01% 534
2025
Q2 		$1.23K Sell
6
-22
-79% -$4.08K ﹤0.01% 546
2025
Q1 		$4.78K Hold
28
– – ﹤0.01% 538
2024
Q4 		$5.09K Hold
28
– – ﹤0.01% 473
2024
Q3 		$4.79K Hold
28
– – ﹤0.01% 485
2024
Q2 		$4.75K Hold
28
– – ﹤0.01% 463
2024
Q1 		$3.98K Hold
28
– – ﹤0.01% 458
2023
Q4 		$4.13K Hold
28
– – ﹤0.01% 447
2023
Q3 		$3.28K Hold
28
– – ﹤0.01% 447
2023
Q2 		$3.58K Buy
+28
New +$2.91K ﹤0.01% 443

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

Cherry Tree Wealth Management's PANW Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Palo Alto Networks (PANW) position steady in Q1 2026 at 6 shares worth $962. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Cherry Tree Wealth Management first reported a position in PANW in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.09K in Q4 2024. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Cherry Tree Wealth Management held 6 shares of Palo Alto Networks worth $962 as of Q1 2026.
  • Cherry Tree Wealth Management left its Palo Alto Networks share count unchanged in Q1 2026.
  • Palo Alto Networks made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #539 holding.
  • Cherry Tree Wealth Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Palo Alto Networks position peaked at $5.09K in Q4 2024.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.