FWA
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Flagship Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Flagship 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 		$27.4K Sell
134
-1,120
-89% -$188K 0.01% 236
2025
Q4 		$231K Hold
1,254
– – 0.07% 115
2025
Q3 		$255K Buy
1,254
+20
+2% +$3.83K 0.08% 101
2025
Q2 		$253K Hold
1,234
– – 0.1% 101
2025
Q1 		$211K Hold
1,234
– – 0.09% 106
2024
Q4 		$225K Buy
+1,234
New +$233K 0.13% 87

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

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

Flagship Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 89% in Q1 2026, selling an estimated $188K and leaving 134 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #236.

Flagship Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $255K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Flagship Wealth Advisors held 134 shares of Palo Alto Networks worth $27.4K as of Q1 2026.
  • Flagship Wealth Advisors sold 1,120 Palo Alto Networks shares in Q1 2026, an estimated $188K.
  • Palo Alto Networks made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #236 holding.
  • Flagship Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Palo Alto Networks position peaked at $255K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.