EFS
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Essex Financial Services’s Palo Alto Networks PANW Stock Holding History

Essex Financial Services’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 		$622K Sell
3,877
-496
-11% -$83.3K 0.03% 397
2025
Q4 		$806K Buy
4,373
+161
+4% +$32.5K 0.05% 335
2025
Q3 		$858K Buy
4,212
+523
+14% +$100K 0.05% 302
2025
Q2 		$755K Buy
3,689
+1,195
+48% +$222K 0.05% 322
2025
Q1 		$426K Sell
2,494
-472
-16% -$87.3K 0.03% 414
2024
Q4 		$540K Buy
2,966
+234
+9% +$44.2K 0.04% 364
2024
Q3 		$514K Buy
2,732
+64
+2% +$10.8K 0.04% 371
2024
Q2 		$423K Buy
2,668
+498
+23% +$74.5K 0.03% 402
2024
Q1 		$308K Sell
2,170
-412
-16% -$65K 0.03% 416
2023
Q4 		$381K Sell
2,582
-116
-4% -$15.5K 0.04% 351
2023
Q3 		$316K Buy
2,698
+128
+5% +$15.1K 0.04% 363
2023
Q2 		$328K Sell
2,570
-44
-2% -$4.58K 0.04% 346
2023
Q1 		$261K Buy
+2,614
New +$222K 0.03% 404

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

Essex Financial Services's PANW Position: Q1 2026 in Review

Essex Financial Services reduced its Palo Alto Networks (PANW) stake by 11% in Q1 2026, selling an estimated $83.3K and leaving 3,877 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #397.

Essex Financial Services first reported a position in PANW in Q1 2023 and has held it in 13 quarters since. The position peaked at $858K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Essex Financial Services held 3,877 shares of Palo Alto Networks worth $622K as of Q1 2026.
  • Essex Financial Services sold 496 Palo Alto Networks shares in Q1 2026, an estimated $83.3K.
  • Palo Alto Networks made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #397 holding.
  • Essex Financial Services first reported a position in Palo Alto Networks in Q1 2023 and has held it in 13 quarters since.
  • Essex Financial Services's Palo Alto Networks position peaked at $858K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.