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Integrated Wealth Concepts’s Palo Alto Networks PANW Stock Holding History

Integrated Wealth Concepts’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 		$9.48M Buy
59,150
+31,092
+111% +$5.22M 0.08% 256
2025
Q4 		$5.17M Sell
28,058
-6,975
-20% -$1.41M 0.06% 285
2025
Q3 		$7.13M Buy
35,033
+2,605
+8% +$499K 0.06% 288
2025
Q2 		$6.64M Buy
32,428
+270
+0.8% +$50.1K 0.07% 275
2025
Q1 		$5.49M Sell
32,158
-10
-0% -$1.85K 0.06% 295
2024
Q4 		$5.85M Buy
32,168
+704
+2% +$133K 0.07% 264
2024
Q3 		$5.38M Buy
31,464
+780
+3% +$131K 0.07% 270
2024
Q2 		$5.2M Buy
30,684
+3,574
+13% +$535K 0.07% 255
2024
Q1 		$3.85M Buy
27,110
+562
+2% +$88.7K 0.06% 320
2023
Q4 		$3.91M Buy
26,548
+2,664
+11% +$356K 0.06% 282
2023
Q3 		$2.8M Sell
23,884
-752
-3% -$89K 0.05% 341
2023
Q2 		$3.15M Buy
24,636
+4,482
+22% +$466K 0.05% 324
2023
Q1 		$2.01M Buy
20,154
+7,592
+60% +$643K 0.04% 407
2022
Q4 		$876K Buy
12,562
+690
+6% +$55.4K 0.02% 502
2022
Q3 		$972K Buy
11,872
+8,050
+211% +$697K 0.03% 434
2022
Q2 		$315K Buy
3,822
+156
+4% +$13.8K 0.01% 750
2022
Q1 		$380K Buy
3,666
+138
+4% +$12.4K 0.01% 657
2021
Q4 		$327K Sell
3,528
-132
-4% -$11.4K 0.01% 737
2021
Q3 		$292K Buy
+3,660
New +$257K 0.01% 751

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

Integrated Wealth Concepts's PANW Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Palo Alto Networks (PANW) stake by 111% in Q1 2026, buying an estimated $5.22M and bringing the position to 59,150 shares worth $9.48M. The position accounts for 0.08% of the portfolio, ranked #256.

Integrated Wealth Concepts first reported a position in PANW in Q3 2021 and has held it in 19 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Integrated Wealth Concepts held 59,150 shares of Palo Alto Networks worth $9.48M as of Q1 2026.
  • Integrated Wealth Concepts bought 31,092 Palo Alto Networks shares in Q1 2026, an estimated $5.22M.
  • Palo Alto Networks made up 0.08% of Integrated Wealth Concepts's portfolio in Q1 2026, its #256 holding.
  • Integrated Wealth Concepts first reported a position in Palo Alto Networks in Q3 2021 and has held it in 19 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.