IMA Advisory Services’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.85K Sell
24
-2
-8% -$336 ﹤0.01% 468
2025
Q4
$4.79K Buy
26
+22
+550% +$4.44K ﹤0.01% 433
2025
Q3
$814 Hold
4
﹤0.01% 373
2025
Q2
$819 Buy
+4
New +$743 ﹤0.01% 360
2023
Q4
Sell
-200
Closed -$23.4K 210
2023
Q3
$23.4K Buy
+200
New +$23.7K 0.01% 209

Other funds holding PANW

IMA Advisory Services's PANW Position: Q1 2026 in Review

IMA Advisory Services reduced its Palo Alto Networks (PANW) stake by 7.7% in Q1 2026, selling an estimated $336 and leaving 24 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

IMA Advisory Services first reported a position in PANW in Q3 2023 and has held it in 5 quarters since. The position peaked at $23.4K in Q3 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • IMA Advisory Services held 24 shares of Palo Alto Networks worth $3.85K as of Q1 2026.
  • IMA Advisory Services sold 2 Palo Alto Networks shares in Q1 2026, an estimated $336.
  • Palo Alto Networks made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #468 holding.
  • IMA Advisory Services first reported a position in Palo Alto Networks in Q3 2023 and has held it in 5 quarters since.
  • IMA Advisory Services's Palo Alto Networks position peaked at $23.4K in Q3 2023.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.