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

Flatrock 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	–	Sell	-1,194	Closed	-$220K	–	184
2025 Q4	$220K	Buy	+1,194	New	+$241K	0.11%	150

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Flatrock Wealth Partners sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,194 shares — an estimated $220K sold.

Flatrock Wealth Partners first reported a position in PANW in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 2,481 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Flatrock Wealth Partners reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Flatrock Wealth Partners sold 1,194 Palo Alto Networks shares in Q1 2026, an estimated $220K.
Flatrock Wealth Partners first reported a position in Palo Alto Networks in Q4 2025 and held it in 1 quarter.
Flatrock Wealth Partners's Palo Alto Networks position peaked at $220K in Q4 2025.
2,481 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Flatrock Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.