GenTrust’s Palo Alto Networks PANW Stock Holding History

GenTrust’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	-1,324	Closed	-$244K	–	314
2025 Q4	$244K	Buy	+1,324	New	+$267K	0.01%	244
2023 Q1	–	Sell	-43,618	Closed	-$3.04M	–	147
2022 Q4	$3.04M	Sell	43,618 -12,640	-22%	-$1.01M	0.27%	45
2022 Q3	$4.61M	Buy	56,258 +200	+0.4%	+$17.3K	0.4%	38
2022 Q2	$4.62M	Buy	56,058 +540	+1%	+$47.9K	0.38%	41
2022 Q1	$5.76M	Sell	55,518 -4,020	-7%	-$360K	0.44%	40
2021 Q4	$5.09M	Buy	59,538 +54,168	+1,009%	+$4.69M	0.4%	38
2021 Q3	$429K	Buy	5,370 +390	+8%	+$27.4K	0.04%	102
2021 Q2	$308K	Buy	+4,980	New	+$295K	0.03%	114

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

GenTrust's PANW Position: Q1 2026 in Review

GenTrust sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,324 shares — an estimated $244K sold.

GenTrust first reported a position in PANW in Q2 2021 and held it in 8 quarters. The position peaked at $5.76M in Q1 2022. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

GenTrust reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
GenTrust sold 1,324 Palo Alto Networks shares in Q1 2026, an estimated $244K.
GenTrust first reported a position in Palo Alto Networks in Q2 2021 and held it in 8 quarters.
GenTrust's Palo Alto Networks position peaked at $5.76M in Q1 2022.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.