HWM
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HB Wealth Management’s Palo Alto Networks PANW Stock Holding History

HB 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 		$7.91M Buy
49,347
+3,603
+8% +$605K 0.05% 188
2025
Q4 		$8.43M Buy
45,744
+1,974
+5% +$398K 0.05% 177
2025
Q3 		$8.91M Buy
43,770
+16,435
+60% +$3.15M 0.06% 170
2025
Q2 		$5.59M Sell
27,335
-7,736
-22% -$1.44M 0.04% 214
2025
Q1 		$5.98M Buy
35,071
+1,716
+5% +$317K 0.05% 203
2024
Q4 		$6.07M Buy
33,355
+1,385
+4% +$262K 0.06% 143
2024
Q3 		$5.46M Buy
31,970
+1,532
+5% +$258K 0.06% 147
2024
Q2 		$5.16M Buy
30,438
+14,178
+87% +$2.12M 0.06% 148
2024
Q1 		$2.31M Buy
16,260
+1,762
+12% +$278K 0.03% 221
2023
Q4 		$2.14M Sell
14,498
-582
-4% -$77.8K 0.03% 216
2023
Q3 		$1.77M Buy
15,080
+2,484
+20% +$294K 0.03% 226
2023
Q2 		$1.61M Buy
12,596
+1,830
+17% +$190K 0.03% 235
2023
Q1 		$1.08M Buy
10,766
+682
+7% +$57.8K 0.02% 277
2022
Q4 		$704K Buy
10,084
+844
+9% +$67.8K 0.01% 333
2022
Q3 		$757K Buy
9,240
+354
+4% +$30.7K 0.02% 288
2022
Q2 		$732K Buy
8,886
+5,790
+187% +$513K 0.02% 296
2022
Q1 		$321K Buy
3,096
+666
+27% +$59.6K 0.01% 435
2021
Q4 		$225K Buy
+2,430
New +$210K ﹤0.01% 464

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HB Wealth Management's PANW Position: Q1 2026 in Review

HB Wealth Management increased its Palo Alto Networks (PANW) stake by 7.9% in Q1 2026, buying an estimated $605K and bringing the position to 49,347 shares worth $7.91M. The position accounts for 0.05% of the portfolio, ranked #188.

HB Wealth Management first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.91M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • HB Wealth Management held 49,347 shares of Palo Alto Networks worth $7.91M as of Q1 2026.
  • HB Wealth Management bought 3,603 Palo Alto Networks shares in Q1 2026, an estimated $605K.
  • Palo Alto Networks made up 0.05% of HB Wealth Management's portfolio in Q1 2026, its #188 holding.
  • HB Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Palo Alto Networks position peaked at $8.91M in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.