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
2024
Q4 		– Hold
0
– -$273K – 515
2024
Q3 		– Hold
0
– – – 442
2024
Q2 		– Hold
0
– – – 414
2024
Q1 		– Hold
0
– – – 439

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.