Forvis Mazars Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Forvis Mazars 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	$401K	Buy	2,502 +222	+10%	+$37.3K	0.01%	315
2025 Q4	$420K	Sell	2,280 -147	-6%	-$29.7K	0.01%	310
2025 Q3	$494K	Hold	2,427	–	–	0.01%	285
2025 Q2	$497K	Buy	2,427 +23	+1%	+$4.27K	0.01%	285
2025 Q1	$410K	Buy	2,404 +1,156	+93%	+$214K	0.01%	313
2024 Q4	$227K	Hold	1,248	–	–	0.01%	406
2024 Q3	$213K	Buy	+1,248	New	+$210K	﹤0.01%	419

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PANW Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Palo Alto Networks (PANW) stake by 9.7% in Q1 2026, buying an estimated $37.3K and bringing the position to 2,502 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #315.

Forvis Mazars Wealth Advisors first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. The position peaked at $497K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Forvis Mazars Wealth Advisors held 2,502 shares of Palo Alto Networks worth $401K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 222 Palo Alto Networks shares in Q1 2026, an estimated $37.3K.
Palo Alto Networks made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #315 holding.
Forvis Mazars Wealth Advisors first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
Forvis Mazars Wealth Advisors's Palo Alto Networks position peaked at $497K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.