Consilium Wealth Advisory’s Palo Alto Networks PANW Stock Holding History

Consilium Wealth Advisory’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 Q3	$444K	Buy	1,117 +27	+2%	+$9.6K	0.13%	78
2026 Q2	$372K	Buy	+1,090	New	+$249K	0.11%	83
2026 Q1	–	Sell	-1,139	Closed	-$210K	–	109
2025 Q4	$210K	Sell	1,139 -52	-4%	-$10.5K	0.08%	92
2025 Q3	$243K	Sell	1,191 -117	-9%	-$22.4K	0.09%	91
2025 Q2	$268K	Sell	1,308 -36	-3%	-$6.68K	0.11%	87
2025 Q1	$229K	Buy	1,344 +24	+2%	+$4.44K	0.12%	83
2024 Q4	$240K	Hold	1,320	–	–	0.11%	86
2024 Q3	$226K	Hold	1,320	–	–	0.12%	82
2024 Q2	$224K	Buy	+1,320	New	+$197K	0.12%	82

Other funds holding PANW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Consilium Wealth Advisory's PANW Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Palo Alto Networks (PANW) stake by 2.5% in Q3 2026, buying an estimated $9.6K and bringing the position to 1,117 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #78.

Consilium Wealth Advisory first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 1,980 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Consilium Wealth Advisory held 1,117 shares of Palo Alto Networks worth $444K as of Q3 2026.
Consilium Wealth Advisory bought 27 Palo Alto Networks shares in Q3 2026, an estimated $9.6K.
Palo Alto Networks made up 0.13% of Consilium Wealth Advisory's portfolio in Q3 2026, its #78 holding.
Consilium Wealth Advisory first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
1,980 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.