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Fortem Financial Group’s Palo Alto Networks PANW Stock Holding History

Fortem Financial Group’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 		$493K Sell
3,074
-196
-6% -$32.9K 0.12% 124
2025
Q4 		$602K Buy
3,270
+514
+19% +$104K 0.16% 109
2025
Q3 		$561K Sell
2,756
-270
-9% -$51.7K 0.16% 107
2025
Q2 		$619K Buy
3,026
+1,016
+51% +$189K 0.2% 102
2025
Q1 		$343K Buy
+2,010
New +$372K 0.13% 144

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

Fortem Financial Group's PANW Position: Q1 2026 in Review

Fortem Financial Group reduced its Palo Alto Networks (PANW) stake by 6% in Q1 2026, selling an estimated $32.9K and leaving 3,074 shares worth $493K. The position accounts for 0.12% of the portfolio, ranked #124.

Fortem Financial Group first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. The position peaked at $619K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Fortem Financial Group held 3,074 shares of Palo Alto Networks worth $493K as of Q1 2026.
  • Fortem Financial Group sold 196 Palo Alto Networks shares in Q1 2026, an estimated $32.9K.
  • Palo Alto Networks made up 0.12% of Fortem Financial Group's portfolio in Q1 2026, its #124 holding.
  • Fortem Financial Group first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
  • Fortem Financial Group's Palo Alto Networks position peaked at $619K in Q2 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.