HighMark Wealth Management’s Palo Alto Networks PANW Stock Holding History

HighMark 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	$961	Sell	6 -32	-84%	-$5.38K	﹤0.01%	489
2025 Q4	$7K	Sell	38 -1	-3%	-$202	﹤0.01%	362
2025 Q3	$7.94K	Sell	39 -26	-40%	-$4.98K	﹤0.01%	335
2025 Q2	$13.3K	Hold	65	–	–	0.01%	271
2025 Q1	$11.1K	Sell	65 -8	-11%	-$1.48K	0.01%	269
2024 Q4	$13.3K	Buy	73 +1	+1%	+$189	0.01%	251
2024 Q3	$12.3K	Buy	72 +28	+64%	+$4.71K	0.01%	260
2024 Q2	$7.46K	Hold	44	–	–	﹤0.01%	329
2024 Q1	$11.1K	Sell	44 -2	-4%	-$315	0.01%	259
2023 Q4	$6.78K	Hold	46	–	–	0.01%	323
2023 Q3	$5.39K	Hold	46	–	–	﹤0.01%	340
2023 Q2	$5.88K	Hold	46	–	–	﹤0.01%	332
2023 Q1	$4.59K	Hold	46	–	–	﹤0.01%	413
2022 Q4	$3.21K	Buy	46 +4	+10%	+$321	﹤0.01%	392
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	398
2022 Q2	$3K	Buy	42 +12	+40%	+$1.06K	﹤0.01%	403
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	417
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	412
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	459
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	464
2021 Q1	$2K	Buy	+30	New	+$1.78K	﹤0.01%	431

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

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

HighMark Wealth Management reduced its Palo Alto Networks (PANW) stake by 84% in Q1 2026, selling an estimated $5.38K and leaving 6 shares worth $961. The position accounts for ﹤0.01% of the portfolio, ranked #489.

HighMark Wealth Management first reported a position in PANW in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.3K in Q2 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

HighMark Wealth Management held 6 shares of Palo Alto Networks worth $961 as of Q1 2026.
HighMark Wealth Management sold 32 Palo Alto Networks shares in Q1 2026, an estimated $5.38K.
Palo Alto Networks made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #489 holding.
HighMark Wealth Management first reported a position in Palo Alto Networks in Q1 2021 and has held it in 21 quarters since.
HighMark Wealth Management's Palo Alto Networks position peaked at $13.3K in Q2 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.