Granite Bay Wealth Management’s Palo Alto Networks PANW Stock Holding History

Granite Bay Wealth Management’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	$644K	Buy	4,017 +150	+4%	+$25.2K	0.14%	48
2025 Q4	$712K	Buy	3,867 +7	+0.2%	+$1.41K	0.17%	45
2025 Q3	$786K	Buy	3,860 +410	+12%	+$78.5K	0.2%	43
2025 Q2	$706K	Buy	3,450 +376	+12%	+$69.8K	0.23%	37
2025 Q1	$525K	Sell	3,074 -30	-1%	-$5.55K	0.18%	41
2024 Q4	$565K	Buy	+3,104	New	+$586K	0.21%	42
2024 Q3	–	Sell	-3,050	Closed	-$517K	–	63
2024 Q2	$517K	Sell	3,050 -750	-20%	-$112K	0.28%	39
2024 Q1	$540K	Sell	3,800 -63,040	-94%	-$9.94M	0.31%	44
2023 Q4	$10.1M	Buy	66,840 +62,892	+1,593%	+$8.41M	0.09%	79
2023 Q3	$474K	Buy	+3,948	New	+$467K	﹤0.01%	262

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

Granite Bay Wealth Management's PANW Position: Q1 2026 in Review

Granite Bay Wealth Management increased its Palo Alto Networks (PANW) stake by 3.9% in Q1 2026, buying an estimated $25.2K and bringing the position to 4,017 shares worth $644K. The position accounts for 0.14% of the portfolio, ranked #48.

Granite Bay Wealth Management first reported a position in PANW in Q3 2023 and has held it in 10 quarters since. The position peaked at $10.1M in Q4 2023. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Granite Bay Wealth Management held 4,017 shares of Palo Alto Networks worth $644K as of Q1 2026.
Granite Bay Wealth Management bought 150 Palo Alto Networks shares in Q1 2026, an estimated $25.2K.
Palo Alto Networks made up 0.14% of Granite Bay Wealth Management's portfolio in Q1 2026, its #48 holding.
Granite Bay Wealth Management first reported a position in Palo Alto Networks in Q3 2023 and has held it in 10 quarters since.
Granite Bay Wealth Management's Palo Alto Networks position peaked at $10.1M in Q4 2023.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.