First Foundation Advisors’s Palo Alto Networks PANW Stock Holding History

First Foundation 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 Q3	$442K	Buy	+1,113	New	+$396K	0.02%	258
2024 Q3	–	Sell	-518	Closed	-$87.8K	–	424
2024 Q2	$87.8K	Hold	518	–	–	﹤0.01%	377
2024 Q1	$73.6K	Buy	518 +142	+38%	+$22.4K	﹤0.01%	392
2023 Q4	$55.4K	Sell	376 -2,278	-86%	-$305K	﹤0.01%	409
2023 Q3	$311K	Sell	2,654 -66	-2%	-$7.81K	0.01%	324
2023 Q2	$347K	Buy	+2,720	New	+$283K	0.02%	289
2016 Q3	–	Sell	-22,680	Closed	-$464K	–	314
2016 Q2	$464K	Buy	22,680 +9,840	+77%	+$228K	0.03%	197
2016 Q1	$349K	Buy	+12,840	New	+$316K	0.03%	212

Other funds holding PANW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

First Foundation Advisors's PANW Position: Q3 2026 in Review

First Foundation Advisors opened a new position in Palo Alto Networks (PANW) in Q3 2026: 1,113 shares worth $442K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in PANW as recently as Q2 2024.

First Foundation Advisors first reported a position in PANW in Q1 2016 and has held it in 8 quarters since. The position peaked at $464K in Q2 2016. 2,711 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

First Foundation Advisors held 1,113 shares of Palo Alto Networks worth $442K as of Q3 2026.
Palo Alto Networks was a new First Foundation Advisors position in Q3 2026.
Palo Alto Networks made up 0.02% of First Foundation Advisors's portfolio in Q3 2026, its #258 holding.
First Foundation Advisors first reported a position in Palo Alto Networks in Q1 2016 and has held it in 8 quarters since.
First Foundation Advisors's Palo Alto Networks position peaked at $464K in Q2 2016.
2,711 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.