EWA
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Exencial Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Exencial Wealth Advisors’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 		$811K Sell
5,060
-3,125
-38% -$525K 0.03% 325
2025
Q4 		$1.51M Buy
8,185
+1,021
+14% +$206K 0.05% 253
2025
Q3 		$1.46M Buy
7,164
+833
+13% +$159K 0.05% 247
2025
Q2 		$1.3M Sell
6,331
-234
-4% -$43.5K 0.05% 259
2025
Q1 		$1.12M Buy
6,565
+80
+1% +$14.8K 0.04% 270
2024
Q4 		$1.18M Sell
6,485
-209
-3% -$39.5K 0.04% 266
2024
Q3 		$1.14M Sell
6,694
-224
-3% -$37.7K 0.04% 263
2024
Q2 		$1.17M Sell
6,918
-8
-0.1% -$1.2K 0.04% 255
2024
Q1 		$984K Buy
6,926
+846
+14% +$133K 0.04% 279
2023
Q4 		$896K Sell
6,080
-212
-3% -$28.3K 0.04% 273
2023
Q3 		$738K Buy
6,292
+948
+18% +$112K 0.04% 259
2023
Q2 		$683K Sell
5,344
-184
-3% -$19.1K 0.03% 261
2023
Q1 		$552K Buy
5,528
+2,328
+73% +$197K 0.03% 269
2022
Q4 		$223K Buy
+3,200
New +$257K 0.01% 398
2022
Q3 		– Sell
-2,910
Closed -$240K – 424
2022
Q2 		$240K Buy
2,910
+168
+6% +$14.9K 0.01% 381
2022
Q1 		$284K Sell
2,742
-588
-18% -$52.6K 0.01% 373
2021
Q4 		$309K Buy
3,330
+804
+32% +$69.5K 0.02% 388
2021
Q3 		$202K Buy
+2,526
New +$177K 0.01% 315

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

Exencial Wealth Advisors's PANW Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 38% in Q1 2026, selling an estimated $525K and leaving 5,060 shares worth $811K. The position accounts for 0.03% of the portfolio, ranked #325.

Exencial Wealth Advisors first reported a position in PANW in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.51M in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Exencial Wealth Advisors held 5,060 shares of Palo Alto Networks worth $811K as of Q1 2026.
  • Exencial Wealth Advisors sold 3,125 Palo Alto Networks shares in Q1 2026, an estimated $525K.
  • Palo Alto Networks made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #325 holding.
  • Exencial Wealth Advisors first reported a position in Palo Alto Networks in Q3 2021 and has held it in 18 quarters since.
  • Exencial Wealth Advisors's Palo Alto Networks position peaked at $1.51M in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.