Circle Wealth Management’s Palo Alto Networks PANW Stock Holding History

Circle 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	$2.23M	Buy	13,928 +2,724	+24%	+$458K	0.03%	81
2025 Q4	$2.06M	Buy	11,204 +75	+0.7%	+$15.1K	0.03%	82
2025 Q3	$2.27M	Hold	11,129	–	–	0.04%	75
2025 Q2	$2.28M	Sell	11,129 -74	-0.7%	-$13.7K	0.05%	73
2025 Q1	$1.91M	Buy	11,203 +85	+0.8%	+$15.7K	0.04%	74
2024 Q4	$2.02M	Sell	11,118 -138	-1%	-$26.1K	0.04%	70
2024 Q3	$1.92M	Buy	11,256 +4,372	+64%	+$736K	0.04%	74
2024 Q2	$1.17M	Buy	6,884 +1,586	+30%	+$237K	0.03%	89
2024 Q1	$753K	Sell	5,298 -18	-0.3%	-$2.84K	0.02%	119
2023 Q4	$784K	Sell	5,316 -974	-15%	-$130K	0.02%	104
2023 Q3	$737K	Buy	6,290 +1,280	+26%	+$151K	0.02%	100
2023 Q2	$640K	Buy	5,010 +88	+2%	+$9.16K	0.08%	86
2023 Q1	$492K	Hold	4,922	–	–	0.07%	97
2022 Q4	$343K	Buy	4,922 +56	+1%	+$4.5K	0.05%	125
2022 Q3	$399K	Buy	4,866 +48	+1%	+$4.16K	0.07%	111
2022 Q2	$397K	Buy	4,818 +48	+1%	+$4.26K	0.06%	116
2022 Q1	$495K	Hold	4,770	–	–	0.07%	125
2021 Q4	$443K	Buy	+4,770	New	+$413K	0.06%	134
2021 Q1	–	Sell	-34,770	Closed	-$2.06M	–	203
2020 Q4	$2.06M	Hold	34,770	–	–	0.29%	41
2020 Q3	$1.42M	Buy	34,770 +270	+0.8%	+$11.2K	0.23%	48
2020 Q2	$1.32M	Sell	34,500 -6,000	-15%	-$211K	0.23%	50
2020 Q1	$1.11M	Sell	40,500 -5,100	-11%	-$178K	0.22%	56
2019 Q4	$1.76M	Hold	45,600	–	–	0.3%	37
2019 Q3	$1.55M	Sell	45,600 -2,700	-6%	-$95.6K	0.33%	38
2019 Q2	$1.64M	Sell	48,300 -12,600	-21%	-$471K	0.36%	35
2019 Q1	$2.46M	Buy	+60,900	New	+$2.26M	0.55%	23

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

Circle Wealth Management's PANW Position: Q1 2026 in Review

Circle Wealth Management increased its Palo Alto Networks (PANW) stake by 24% in Q1 2026, buying an estimated $458K and bringing the position to 13,928 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #81.

Circle Wealth Management first reported a position in PANW in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.46M in Q1 2019. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Circle Wealth Management held 13,928 shares of Palo Alto Networks worth $2.23M as of Q1 2026.
Circle Wealth Management bought 2,724 Palo Alto Networks shares in Q1 2026, an estimated $458K.
Palo Alto Networks made up 0.03% of Circle Wealth Management's portfolio in Q1 2026, its #81 holding.
Circle Wealth Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 26 quarters since.
Circle Wealth Management's Palo Alto Networks position peaked at $2.46M in Q1 2019.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.