Keebeck Wealth Management’s Palo Alto Networks PANW Stock Holding History

Keebeck 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	$210K	Sell	1,312 -677	-34%	-$114K	0.02%	399
2025 Q4	$366K	Buy	1,989 +785	+65%	+$158K	0.04%	266
2025 Q3	$245K	Sell	1,204 -1	-0.1%	-$191	0.03%	326
2025 Q2	$247K	Buy	+1,205	New	+$224K	0.03%	306
2022 Q3	–	Sell	-6,960	Closed	-$573K	–	237
2022 Q2	$573K	Hold	6,960	–	–	0.11%	144
2022 Q1	$722K	Buy	+6,960	New	+$623K	0.12%	134
2020 Q3	–	Sell	-960	Closed	-$36K	–	306
2020 Q2	$36K	Buy	+960	New	+$33.8K	0.01%	246
2020 Q1	–	Sell	-960	Closed	-$37K	–	276
2019 Q4	$37K	Buy	+960	New	+$36.3K	0.01%	238

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keebeck Wealth Management's PANW Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Palo Alto Networks (PANW) stake by 34% in Q1 2026, selling an estimated $114K and leaving 1,312 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #399.

Keebeck Wealth Management first reported a position in PANW in Q4 2019 and has held it in 8 quarters since. The position peaked at $722K in Q1 2022. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Keebeck Wealth Management held 1,312 shares of Palo Alto Networks worth $210K as of Q1 2026.
Keebeck Wealth Management sold 677 Palo Alto Networks shares in Q1 2026, an estimated $114K.
Palo Alto Networks made up 0.02% of Keebeck Wealth Management's portfolio in Q1 2026, its #399 holding.
Keebeck Wealth Management first reported a position in Palo Alto Networks in Q4 2019 and has held it in 8 quarters since.
Keebeck Wealth Management's Palo Alto Networks position peaked at $722K in Q1 2022.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.