Kelleher Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Kelleher Financial Advisors’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	$497K	Buy	2,481 +132	+6%	+$22.2K	0.13%	121
2025 Q4	$433K	Hold	2,349	–	–	0.1%	128
2025 Q3	$478K	Buy	2,349 +118	+5%	+$22.6K	0.12%	115
2025 Q2	$457K	Buy	2,231 +341	+18%	+$63.3K	0.16%	80
2025 Q1	$323K	Sell	1,890 -1,971	-51%	-$364K	0.13%	95
2024 Q4	$703K	Sell	3,861 -67	-2%	-$12.7K	0.27%	51
2024 Q3	$671K	Sell	3,928 -450	-10%	-$75.7K	0.26%	55
2024 Q2	$742K	Sell	4,378 -1,122	-20%	-$168K	0.3%	46
2024 Q1	$781K	Hold	5,500	–	–	0.32%	46
2023 Q4	$811K	Sell	5,500 -930	-14%	-$124K	0.38%	36
2023 Q3	$754K	Hold	6,430	–	–	0.39%	37
2023 Q2	$821K	Buy	6,430 +1,500	+30%	+$156K	0.47%	37
2023 Q1	$492K	Hold	4,930	–	–	0.33%	58
2022 Q4	$344K	Buy	4,930 +4	+0.1%	+$321	0.26%	66
2022 Q3	$403K	Buy	4,926 +6	+0.1%	+$520	0.29%	67
2022 Q2	$405K	Buy	4,920 +2,598	+112%	+$230K	0.18%	85
2022 Q1	$240K	Buy	+2,322	New	+$208K	0.13%	103

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

Kelleher Financial Advisors's PANW Position: Q1 2026 in Review

Kelleher Financial Advisors increased its Palo Alto Networks (PANW) stake by 5.6% in Q1 2026, buying an estimated $22.2K and bringing the position to 2,481 shares worth $497K. The position accounts for 0.13% of the portfolio, ranked #121.

Kelleher Financial Advisors first reported a position in PANW in Q1 2022 and has held it in 17 quarters since. The position peaked at $821K in Q2 2023. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Kelleher Financial Advisors held 2,481 shares of Palo Alto Networks worth $497K as of Q1 2026.
Kelleher Financial Advisors bought 132 Palo Alto Networks shares in Q1 2026, an estimated $22.2K.
Palo Alto Networks made up 0.13% of Kelleher Financial Advisors's portfolio in Q1 2026, its #121 holding.
Kelleher Financial Advisors first reported a position in Palo Alto Networks in Q1 2022 and has held it in 17 quarters since.
Kelleher Financial Advisors's Palo Alto Networks position peaked at $821K in Q2 2023.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.