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Collier Financial’s Palo Alto Networks PANW Stock Holding History

Collier Financial’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 		$38.5K Hold
240
– – 0.03% 81
2025
Q4 		$44.2K Hold
240
– – 0.03% 76
2025
Q3 		$48.9K Buy
+240
New +$45.9K 0.04% 79
2025
Q1 		$41K Hold
240
– – 0.03% 82
2024
Q4 		$43.7K Buy
+240
New +$45.3K 0.04% 72

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

Collier Financial's PANW Position: Q1 2026 in Review

Collier Financial held its Palo Alto Networks (PANW) position steady in Q1 2026 at 240 shares worth $38.5K. The position accounts for 0.03% of the portfolio, ranked #81.

Collier Financial first reported a position in PANW in Q4 2024 and has held it in 5 quarters since. The position peaked at $48.9K in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Collier Financial held 240 shares of Palo Alto Networks worth $38.5K as of Q1 2026.
  • Collier Financial left its Palo Alto Networks share count unchanged in Q1 2026.
  • Palo Alto Networks made up 0.03% of Collier Financial's portfolio in Q1 2026, its #81 holding.
  • Collier Financial first reported a position in Palo Alto Networks in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's Palo Alto Networks position peaked at $48.9K in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.