Elk River Wealth Management’s Palo Alto Networks PANW Stock Holding History

Elk River 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	$8.11M	Sell	50,593 -328	-0.6%	-$55.1K	1.35%	20
2025 Q4	$9.37M	Sell	50,921 -1,463	-3%	-$295K	1.51%	17
2025 Q3	$10.7M	Buy	52,384 +263	+0.5%	+$50.3K	1.71%	18
2025 Q2	$10.7M	Sell	52,121 -838	-2%	-$156K	1.84%	17
2025 Q1	$9.04M	Buy	52,959 +466	+0.9%	+$86.2K	1.69%	16
2024 Q4	$9.55M	Buy	52,493 +55	+0.1%	+$10.4K	1.73%	15
2024 Q3	$8.96M	Buy	52,438 +676	+1%	+$114K	1.63%	17
2024 Q2	$8.77M	Buy	51,762 +196	+0.4%	+$29.3K	1.72%	18
2024 Q1	$7.33M	Sell	51,566 -4,492	-8%	-$709K	1.49%	20
2023 Q4	$8.27M	Buy	56,058 +266	+0.5%	+$35.6K	1.59%	18
2023 Q3	$6.54M	Buy	55,792 +860	+2%	+$102K	1.45%	24
2023 Q2	$7.02M	Sell	54,932 -1,758	-3%	-$183K	1.5%	22
2023 Q1	$5.66M	Buy	56,690 +1,920	+4%	+$163K	1.28%	27
2022 Q4	$3.82M	Buy	+54,770	New	+$4.4M	0.93%	36

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

Elk River Wealth Management's PANW Position: Q1 2026 in Review

Elk River Wealth Management reduced its Palo Alto Networks (PANW) stake by 0.64% in Q1 2026, selling an estimated $55.1K and leaving 50,593 shares worth $8.11M. The position accounts for 1.35% of the portfolio, ranked #20.

Elk River Wealth Management first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.7M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Elk River Wealth Management held 50,593 shares of Palo Alto Networks worth $8.11M as of Q1 2026.
Elk River Wealth Management sold 328 Palo Alto Networks shares in Q1 2026, an estimated $55.1K.
Palo Alto Networks made up 1.35% of Elk River Wealth Management's portfolio in Q1 2026, its #20 holding.
Elk River Wealth Management first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
Elk River Wealth Management's Palo Alto Networks position peaked at $10.7M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.