IWA
PANW icon

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

Icon 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 		– Sell
-4,249
Closed -$856K – 427
2025
Q4 		$856K Buy
4,249
+1,374
+48% +$277K 0.06% 189
2025
Q3 		$585K Sell
2,875
-143
-5% -$27.4K 0.04% 241
2025
Q2 		$618K Buy
3,018
+160
+6% +$29.7K 0.04% 227
2025
Q1 		$488K Buy
2,858
+784
+38% +$145K 0.04% 220
2024
Q4 		$377K Buy
2,074
+200
+11% +$37.8K 0.03% 258
2024
Q3 		$320K Sell
1,874
-252
-12% -$42.4K 0.03% 285
2024
Q2 		$345K Buy
2,126
+960
+82% +$144K 0.03% 262
2024
Q1 		$166K Buy
+1,166
New +$184K 0.02% 371

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

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

Icon Wealth Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 4,249 shares — an estimated $856K sold.

Icon Wealth Advisors first reported a position in PANW in Q1 2024 and held it in 8 quarters. The position peaked at $856K in Q4 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 4,249 Palo Alto Networks shares in Q1 2026, an estimated $856K.
  • Icon Wealth Advisors first reported a position in Palo Alto Networks in Q1 2024 and held it in 8 quarters.
  • Icon Wealth Advisors's Palo Alto Networks position peaked at $856K in Q4 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.