Estate Planners Group’s Palo Alto Networks PANW Stock Holding History

Estate Planners Group’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	-50	Closed	-$9.21K	–	311
2025 Q4	$9.21K	Buy	+50	New	+$10.1K	﹤0.01%	287

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

Estate Planners Group's PANW Position: Q1 2026 in Review

Estate Planners Group sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 50 shares — an estimated $9.21K sold.

Estate Planners Group first reported a position in PANW in Q4 2025 and held it in 1 quarter. The position peaked at $9.21K in Q4 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Estate Planners Group reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 50 Palo Alto Networks shares in Q1 2026, an estimated $9.21K.
Estate Planners Group first reported a position in Palo Alto Networks in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Palo Alto Networks position peaked at $9.21K in Q4 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.