FRG Family Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

FRG Family 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	$463K	Buy	2,888 +10	+0.3%	+$1.68K	0.08%	116
2025 Q4	$530K	Hold	2,878	–	–	0.08%	109
2025 Q3	$586K	Hold	2,878	–	–	0.09%	104
2025 Q2	$589K	Hold	2,878	–	–	0.1%	101
2025 Q1	$491K	Hold	2,878	–	–	0.09%	105
2024 Q4	$524K	Sell	2,878 -12	-0.4%	-$2.27K	0.1%	100
2024 Q3	$494K	Hold	2,890	–	–	0.09%	103
2024 Q2	$436K	Hold	2,890	–	–	0.08%	108
2024 Q1	$420K	Hold	2,890	–	–	0.08%	108
2023 Q4	$426K	Buy	+2,890	New	+$386K	0.09%	108
2022 Q4	–	Sell	-2,928	Closed	-$240K	–	141
2022 Q3	$240K	Hold	2,928	–	–	0.06%	127
2022 Q2	$241K	Hold	2,928	–	–	0.06%	128
2022 Q1	$304K	Buy	+2,928	New	+$262K	0.06%	125

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

FRG Family Wealth Advisors's PANW Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its Palo Alto Networks (PANW) stake by 0.35% in Q1 2026, buying an estimated $1.68K and bringing the position to 2,888 shares worth $463K. The position accounts for 0.08% of the portfolio, ranked #116.

FRG Family Wealth Advisors first reported a position in PANW in Q1 2022 and has held it in 13 quarters since. The position peaked at $589K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

FRG Family Wealth Advisors held 2,888 shares of Palo Alto Networks worth $463K as of Q1 2026.
FRG Family Wealth Advisors bought 10 Palo Alto Networks shares in Q1 2026, an estimated $1.68K.
Palo Alto Networks made up 0.08% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #116 holding.
FRG Family Wealth Advisors first reported a position in Palo Alto Networks in Q1 2022 and has held it in 13 quarters since.
FRG Family Wealth Advisors's Palo Alto Networks position peaked at $589K in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.