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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
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

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

Consilium Wealth Advisory's PANW Position: Q1 2026 in Review

Consilium Wealth Advisory sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,139 shares — an estimated $210K sold.

Consilium Wealth Advisory first reported a position in PANW in Q2 2024 and held it in 7 quarters. The position peaked at $268K in Q2 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Consilium Wealth Advisory reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Consilium Wealth Advisory sold 1,139 Palo Alto Networks shares in Q1 2026, an estimated $210K.
  • Consilium Wealth Advisory first reported a position in Palo Alto Networks in Q2 2024 and held it in 7 quarters.
  • Consilium Wealth Advisory's Palo Alto Networks position peaked at $268K in Q2 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.