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

EPG 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	$3.06M	Buy	19,065 +3,484	+22%	+$585K	0.83%	28
2025 Q4	$2.87M	Buy	15,581 +521	+3%	+$105K	0.77%	32
2025 Q3	$3.07M	Buy	15,060 +796	+6%	+$152K	0.84%	27
2025 Q2	$2.92M	Buy	14,264 +499	+4%	+$92.7K	0.88%	27
2025 Q1	$2.35M	Buy	13,765 +1,035	+8%	+$191K	0.65%	30
2024 Q4	$2.32M	Sell	12,730 -970	-7%	-$183K	0.61%	36
2024 Q3	$2.34M	Buy	+13,700	New	+$2.31M	0.59%	36
2024 Q2	–	Sell	-13,510	Closed	-$2.02M	–	32
2024 Q1	$1.92M	Buy	13,510 +144	+1%	+$22.7K	0.47%	55
2023 Q4	$2.46M	Buy	13,366 +208	+2%	+$27.8K	0.65%	33
2023 Q3	$1.54M	Buy	13,158 +10,572	+409%	+$1.25M	0.47%	52
2023 Q2	$330K	Hold	2,586	–	–	0.1%	180
2023 Q1	$258K	Buy	+2,586	New	+$219K	0.08%	200
2022 Q4	–	Sell	-2,586	Closed	-$212K	–	392
2022 Q3	$212K	Sell	2,586 -210	-8%	-$18.2K	0.09%	195
2022 Q2	$230K	Hold	2,796	–	–	0.1%	193
2022 Q1	$290K	Hold	2,796	–	–	0.1%	176
2021 Q4	$259K	Buy	+2,796	New	+$242K	0.09%	195

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

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

EPG Wealth Management increased its Palo Alto Networks (PANW) stake by 22% in Q1 2026, buying an estimated $585K and bringing the position to 19,065 shares worth $3.06M. The position accounts for 0.83% of the portfolio, ranked #28.

EPG Wealth Management first reported a position in PANW in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.07M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

EPG Wealth Management held 19,065 shares of Palo Alto Networks worth $3.06M as of Q1 2026.
EPG Wealth Management bought 3,484 Palo Alto Networks shares in Q1 2026, an estimated $585K.
Palo Alto Networks made up 0.83% of EPG Wealth Management's portfolio in Q1 2026, its #28 holding.
EPG Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 16 quarters since.
EPG Wealth Management's Palo Alto Networks position peaked at $3.07M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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