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Garton & Associates Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Garton & Associates Financial 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 		– Sell
-1,297
Closed -$239K – 524
2025
Q4 		$239K Buy
+1,297
New +$262K 0.13% 115

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Garton & Associates Financial Advisors's PANW Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,297 shares — an estimated $239K sold.

Garton & Associates Financial Advisors first reported a position in PANW in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,297 Palo Alto Networks shares in Q1 2026, an estimated $239K.
  • Garton & Associates Financial Advisors first reported a position in Palo Alto Networks in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Palo Alto Networks position peaked at $239K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.