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

Dynasty 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 		$253K Sell
1,581
-1,413
-47% -$237K ﹤0.01% 305
2025
Q4 		$551K Buy
2,994
+309
+12% +$62.3K 0.01% 232
2025
Q3 		$547K Buy
+2,685
New +$514K 0.01% 214

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

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

Dynasty Wealth Management reduced its Palo Alto Networks (PANW) stake by 47% in Q1 2026, selling an estimated $237K and leaving 1,581 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Dynasty Wealth Management first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $551K in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Dynasty Wealth Management held 1,581 shares of Palo Alto Networks worth $253K as of Q1 2026.
  • Dynasty Wealth Management sold 1,413 Palo Alto Networks shares in Q1 2026, an estimated $237K.
  • Palo Alto Networks made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #305 holding.
  • Dynasty Wealth Management first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Palo Alto Networks position peaked at $551K in Q4 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.