Corient Private Wealth’s Palo Alto Networks PANW Stock Holding History

Corient Private Wealth’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	$136M	Sell	804,278 -2,008,357	-71%	-$337M	0.19%	109
2025 Q4	$490M	Buy	2,812,635 +1,603,838	+133%	+$324M	0.33%	59
2025 Q3	$246M	Sell	1,208,797 -312,508	-21%	-$59.8M	0.39%	50
2025 Q2	$311M	Buy	1,521,305 +991	+0.1%	+$184K	0.41%	43
2025 Q1	$259M	Buy	1,520,314 +19,266	+1%	+$3.56M	0.42%	44
2024 Q4	$273M	Buy	1,501,048 +46,266	+3%	+$8.74M	0.45%	43
2024 Q3	$249M	Buy	1,454,782 +86,970	+6%	+$14.6M	0.39%	49
2024 Q2	$232M	Buy	1,367,812 +42,720	+3%	+$6.39M	0.4%	50
2024 Q1	$188M	Buy	1,325,092 +265,036	+25%	+$41.8M	0.34%	60
2023 Q4	$156M	Buy	1,060,056 +287,416	+37%	+$38.4M	0.29%	76
2023 Q3	$90.6M	Buy	772,640 +44,746	+6%	+$5.3M	0.21%	115
2023 Q2	$93M	Buy	727,894 +121,150	+20%	+$12.6M	0.21%	112
2023 Q1	$60.6M	Buy	606,744 +387,004	+176%	+$32.8M	0.16%	140
2022 Q4	$15.4M	Buy	+219,740	New	+$17.6M	0.06%	300

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

Corient Private Wealth's PANW Position: Q1 2026 in Review

Corient Private Wealth reduced its Palo Alto Networks (PANW) stake by 71% in Q1 2026, selling an estimated $337M and leaving 804,278 shares worth $136M. The position accounts for 0.19% of the portfolio, ranked #109.

Corient Private Wealth first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $490M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Corient Private Wealth held 804,278 shares of Palo Alto Networks worth $136M as of Q1 2026.
Corient Private Wealth sold 2,008,357 Palo Alto Networks shares in Q1 2026, an estimated $337M.
Palo Alto Networks made up 0.19% of Corient Private Wealth's portfolio in Q1 2026, its #109 holding.
Corient Private Wealth first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Palo Alto Networks position peaked at $490M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.