DWM
PANW icon

Dakota Wealth Management’s Palo Alto Networks PANW Stock Holding History

Dakota Wealth Management’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 		$8.61M Sell
53,733
-3,572
-6% -$600K 0.19% 118
2025
Q4 		$10.6M Buy
57,305
+5,018
+10% +$1.01M 0.19% 102
2025
Q3 		$10.6M Buy
52,287
+6,704
+15% +$1.28M 0.21% 89
2025
Q2 		$9.33M Buy
45,583
+5,953
+15% +$1.11M 0.2% 102
2025
Q1 		$6.76M Buy
39,630
+1,697
+4% +$314K 0.16% 122
2024
Q4 		$6.9M Buy
37,933
+4,549
+14% +$859K 0.16% 122
2024
Q3 		$5.71M Buy
33,384
+1,862
+6% +$313K 0.13% 145
2024
Q2 		$5.34M Sell
31,522
-79,838
-72% -$11.9M 0.13% 149
2024
Q1 		$15.8M Buy
111,360
+65,230
+141% +$10.3M 0.39% 53
2023
Q4 		$6.8M Buy
46,130
+15,136
+49% +$2.02M 0.26% 101
2023
Q3 		$3.63M Sell
30,994
-52,306
-63% -$6.19M 0.16% 142
2023
Q2 		$10.6M Buy
83,300
+63,396
+319% +$6.6M 0.5% 52
2023
Q1 		$1.99M Buy
19,904
+14,244
+252% +$1.21M 0.13% 156
2022
Q4 		$395K Sell
5,660
-4,248
-43% -$341K 0.03% 397
2022
Q3 		$811K Buy
9,908
+5,468
+123% +$474K 0.07% 244
2022
Q2 		$365K Sell
4,440
-37,440
-89% -$3.32M 0.03% 338
2022
Q1 		$4.35M Buy
41,880
+15,780
+60% +$1.41M 0.35% 84
2021
Q4 		$2.42M Buy
26,100
+15,618
+149% +$1.35M 0.26% 103
2021
Q3 		$837K Buy
+10,482
New +$736K 0.1% 172

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

Dakota Wealth Management's PANW Position: Q1 2026 in Review

Dakota Wealth Management reduced its Palo Alto Networks (PANW) stake by 6.2% in Q1 2026, selling an estimated $600K and leaving 53,733 shares worth $8.61M. The position accounts for 0.19% of the portfolio, ranked #118.

Dakota Wealth Management first reported a position in PANW in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.8M in Q1 2024. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Dakota Wealth Management held 53,733 shares of Palo Alto Networks worth $8.61M as of Q1 2026.
  • Dakota Wealth Management sold 3,572 Palo Alto Networks shares in Q1 2026, an estimated $600K.
  • Palo Alto Networks made up 0.19% of Dakota Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Dakota Wealth Management first reported a position in Palo Alto Networks in Q3 2021 and has held it in 19 quarters since.
  • Dakota Wealth Management's Palo Alto Networks position peaked at $15.8M in Q1 2024.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.