Claro Advisors’s Palo Alto Networks PANW Stock Holding History

Claro Advisors’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	$1.59M	Sell	9,888 -285	-3%	-$47.9K	0.19%	95
2025 Q4	$1.87M	Buy	10,173 +295	+3%	+$59.5K	0.26%	77
2025 Q3	$2.01M	Buy	9,878 +247	+3%	+$47.3K	0.29%	72
2025 Q2	$1.97M	Sell	9,631 -704	-7%	-$131K	0.33%	69
2025 Q1	$1.76M	Sell	10,335 -90	-0.9%	-$16.6K	0.24%	73
2024 Q4	$1.9M	Buy	10,425 +599	+6%	+$113K	0.26%	71
2024 Q3	$1.68M	Buy	9,826 +1,818	+23%	+$306K	0.22%	92
2024 Q2	$1.36M	Buy	8,008 +1,360	+20%	+$203K	0.21%	95
2024 Q1	$944K	Buy	6,648 +3,034	+84%	+$479K	0.16%	142
2023 Q4	$533K	Buy	3,614 +876	+32%	+$117K	0.12%	205
2023 Q3	$321K	Buy	2,738 +954	+53%	+$113K	0.08%	265
2023 Q2	$228K	Buy	+1,784	New	+$186K	0.06%	324
2019 Q1	–	Sell	-174	Closed	-$7K	–	709
2018 Q4	$7K	Buy	+174	New	+$5.42K	0.01%	745

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

Claro Advisors's PANW Position: Q1 2026 in Review

Claro Advisors reduced its Palo Alto Networks (PANW) stake by 2.8% in Q1 2026, selling an estimated $47.9K and leaving 9,888 shares worth $1.59M. The position accounts for 0.19% of the portfolio, ranked #95.

Claro Advisors first reported a position in PANW in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.01M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Claro Advisors held 9,888 shares of Palo Alto Networks worth $1.59M as of Q1 2026.
Claro Advisors sold 285 Palo Alto Networks shares in Q1 2026, an estimated $47.9K.
Palo Alto Networks made up 0.19% of Claro Advisors's portfolio in Q1 2026, its #95 holding.
Claro Advisors first reported a position in Palo Alto Networks in Q4 2018 and has held it in 13 quarters since.
Claro Advisors's Palo Alto Networks position peaked at $2.01M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.