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Fiduciary Wealth Partners’s Palo Alto Networks PANW Stock Holding History

Fiduciary Wealth Partners’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 		$235K Sell
1,466
-432
-23% -$72.6K 0.15% 52
2025
Q4 		$350K Hold
1,898
– – 0.14% 62
2025
Q3 		$386K Buy
+1,898
New +$363K 0.16% 51

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

Fiduciary Wealth Partners's PANW Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Palo Alto Networks (PANW) stake by 23% in Q1 2026, selling an estimated $72.6K and leaving 1,466 shares worth $235K. The position accounts for 0.15% of the portfolio, ranked #52.

Fiduciary Wealth Partners first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $386K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Fiduciary Wealth Partners held 1,466 shares of Palo Alto Networks worth $235K as of Q1 2026.
  • Fiduciary Wealth Partners sold 432 Palo Alto Networks shares in Q1 2026, an estimated $72.6K.
  • Palo Alto Networks made up 0.15% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • Fiduciary Wealth Partners first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
  • Fiduciary Wealth Partners's Palo Alto Networks position peaked at $386K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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