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Independent Solutions Wealth Management’s Palo Alto Networks PANW Stock Holding History

Independent Solutions 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 		– Sell
-11,083
Closed -$2.04M – 195
2025
Q4 		$2.04M Sell
11,083
-705
-6% -$142K 0.38% 83
2025
Q3 		$2.4M Buy
11,788
+306
+3% +$58.6K 0.43% 75
2025
Q2 		$2.35M Buy
11,482
+216
+2% +$40.1K 0.46% 71
2025
Q1 		$1.92M Sell
11,266
-48
-0.4% -$8.88K 0.43% 73
2024
Q4 		$2.06M Buy
11,314
+246
+2% +$46.5K 0.45% 71
2024
Q3 		$1.89M Sell
11,068
-72
-0.6% -$12.1K 0.43% 71
2024
Q2 		$1.89M Buy
11,140
+258
+2% +$38.6K 0.43% 71
2024
Q1 		$1.55M Sell
10,882
-852
-7% -$134K 0.37% 77
2023
Q4 		$1.73M Sell
11,734
-582
-5% -$77.8K 0.44% 67
2023
Q3 		$1.44M Buy
12,316
+62
+0.5% +$7.34K 0.37% 64
2023
Q2 		$1.57M Buy
12,254
+1,126
+10% +$117K 0.39% 60
2023
Q1 		$1.11M Buy
11,128
+486
+5% +$41.2K 0.33% 76
2022
Q4 		$742K Buy
10,642
+7,528
+242% +$604K 0.23% 98
2022
Q3 		$255K Sell
3,114
-486
-14% -$42.1K 0.08% 181
2022
Q2 		$296K Buy
+3,600
New +$319K 0.09% 166

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

Independent Solutions Wealth Management's PANW Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 11,083 shares — an estimated $2.04M sold.

Independent Solutions Wealth Management first reported a position in PANW in Q2 2022 and held it in 15 quarters. The position peaked at $2.4M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Independent Solutions Wealth Management reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 11,083 Palo Alto Networks shares in Q1 2026, an estimated $2.04M.
  • Independent Solutions Wealth Management first reported a position in Palo Alto Networks in Q2 2022 and held it in 15 quarters.
  • Independent Solutions Wealth Management's Palo Alto Networks position peaked at $2.4M in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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