IBEX Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

IBEX Wealth 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	$9.49M	Sell	59,221 -9,584	-14%	-$1.61M	0.88%	32
2025 Q4	$12.7M	Buy	68,805 +1,866	+3%	+$376K	1.24%	20
2025 Q3	$13.6M	Buy	66,939 +1,140	+2%	+$218K	1.31%	16
2025 Q2	$13.5M	Buy	65,799 +445	+0.7%	+$82.6K	1.44%	14
2025 Q1	$11.2M	Buy	65,354 +3,552	+6%	+$657K	1.48%	17
2024 Q4	$11.2M	Buy	+61,802	New	+$11.7M	1.32%	17
2024 Q3	–	Sell	-59,704	Closed	-$10.1M	–	220
2024 Q2	$10.1M	Buy	59,704 +9,790	+20%	+$1.46M	1.58%	15
2024 Q1	$3.48M	Buy	49,914 +49,862	+95,888%	+$7.87M	0.94%	38
2023 Q4	$7.69K	Sell	52 -51,390	-100%	-$6.87M	1.67%	14
2023 Q3	$6.03M	Buy	+51,442	New	+$6.09M	1.53%	22
2023 Q1	$5.17M	Buy	51,750 +1,836	+4%	+$156K	1.34%	30
2022 Q4	$3.48M	Sell	49,914 -1,642	-3%	-$132K	0.79%	41
2022 Q3	$4.22M	Sell	51,556 -1,040	-2%	-$90.1K	1.1%	31
2022 Q2	$4.33M	Buy	52,596 +276	+0.5%	+$24.5K	1%	38
2022 Q1	$5.43M	Buy	+52,320	New	+$4.68M	1.04%	35
2019 Q3	–	Sell	-47,334	Closed	-$1.61M	–	293
2019 Q2	$1.61M	Buy	+47,334	New	+$1.77M	0.46%	88
2017 Q1	–	Sell	-1,200	Closed	-$28K	–	280
2016 Q4	$28K	Buy	+1,200	New	+$28.8K	0.01%	201

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

IBEX Wealth Advisors's PANW Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 14% in Q1 2026, selling an estimated $1.61M and leaving 59,221 shares worth $9.49M. The position accounts for 0.88% of the portfolio, ranked #32.

IBEX Wealth Advisors first reported a position in PANW in Q4 2016 and has held it in 17 quarters since. The position peaked at $13.6M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

IBEX Wealth Advisors held 59,221 shares of Palo Alto Networks worth $9.49M as of Q1 2026.
IBEX Wealth Advisors sold 9,584 Palo Alto Networks shares in Q1 2026, an estimated $1.61M.
Palo Alto Networks made up 0.88% of IBEX Wealth Advisors's portfolio in Q1 2026, its #32 holding.
IBEX Wealth Advisors first reported a position in Palo Alto Networks in Q4 2016 and has held it in 17 quarters since.
IBEX Wealth Advisors's Palo Alto Networks position peaked at $13.6M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.