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Independent Wealth Network’s Palo Alto Networks PANW Stock Holding History

Independent Wealth Network’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
-1,147
Closed -$211K – 334
2025
Q4 		$211K Sell
1,147
-395
-26% -$79.7K 0.06% 261
2025
Q3 		$314K Buy
+1,542
New +$295K 0.1% 203
2025
Q1 		– Sell
-1,460
Closed -$266K – 253
2024
Q4 		$266K Buy
1,460
+26
+2% +$4.91K 0.11% 187
2024
Q3 		$245K Buy
1,434
+30
+2% +$5.05K 0.11% 189
2024
Q2 		$238K Buy
+1,404
New +$210K 0.11% 188

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 Wealth Network's PANW Position: Q1 2026 in Review

Independent Wealth Network sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,147 shares — an estimated $211K sold.

Independent Wealth Network first reported a position in PANW in Q2 2024 and held it in 5 quarters. The position peaked at $314K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Independent Wealth Network reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 1,147 Palo Alto Networks shares in Q1 2026, an estimated $211K.
  • Independent Wealth Network first reported a position in Palo Alto Networks in Q2 2024 and held it in 5 quarters.
  • Independent Wealth Network's Palo Alto Networks position peaked at $314K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.