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

Ducere 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	–	Sell	-2,109	Closed	-$388K	–	139
2025 Q4	$388K	Buy	+2,109	New	+$425K	0.15%	87

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Ducere Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 2,109 shares — an estimated $388K sold.

Ducere Wealth Management first reported a position in PANW in Q4 2025 and held it in 1 quarter. The position peaked at $388K in Q4 2025. 2,473 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Ducere Wealth Management reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Ducere Wealth Management sold 2,109 Palo Alto Networks shares in Q1 2026, an estimated $388K.
Ducere Wealth Management first reported a position in Palo Alto Networks in Q4 2025 and held it in 1 quarter.
Ducere Wealth Management's Palo Alto Networks position peaked at $388K in Q4 2025.
2,473 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Ducere Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.