Joel Isaacson & Co’s Palo Alto Networks PANW Stock Holding History

Joel Isaacson & Co’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	-2,940	Closed	-$542K	–	470
2025 Q4	$542K	Hold	2,940	–	–	0.02%	276
2025 Q3	$599K	Hold	2,940	–	–	0.02%	239
2025 Q2	$602K	Sell	2,940 -48	-2%	-$8.91K	0.02%	226
2025 Q1	$510K	Buy	+2,988	New	+$553K	0.02%	237

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joel Isaacson & Co's PANW Position: Q1 2026 in Review

Joel Isaacson & Co sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 2,940 shares — an estimated $542K sold.

Joel Isaacson & Co first reported a position in PANW in Q1 2025 and held it in 4 quarters. The position peaked at $602K in Q2 2025. 2,471 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Joel Isaacson & Co reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Joel Isaacson & Co sold 2,940 Palo Alto Networks shares in Q1 2026, an estimated $542K.
Joel Isaacson & Co first reported a position in Palo Alto Networks in Q1 2025 and held it in 4 quarters.
Joel Isaacson & Co's Palo Alto Networks position peaked at $602K in Q2 2025.
2,471 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.