Kiley Juergens Wealth Management’s Palo Alto Networks PANW Stock Holding History

Kiley Juergens 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	$701K	Buy	+4,371	New	+$734K	0.12%	117
2018 Q4	–	Sell	-180	Closed	–	–	462
2018 Q3	$0	Hold	180	–	–	﹤0.01%	727
2018 Q2	$0	Buy	+180	New	+$6K	﹤0.01%	664
2018 Q1	–	Sell	-180	Closed	-$4K	–	445
2017 Q4	$4K	Buy	+180	New	+$4.38K	﹤0.01%	588

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

Kiley Juergens Wealth Management's PANW Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Palo Alto Networks (PANW) in Q1 2026: 4,371 shares worth $701K. The stake represents 0.12% of the portfolio and ranks #117 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in PANW as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in PANW in Q4 2017 and has held it in 4 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Kiley Juergens Wealth Management held 4,371 shares of Palo Alto Networks worth $701K as of Q1 2026.
Palo Alto Networks was a new Kiley Juergens Wealth Management position in Q1 2026.
Palo Alto Networks made up 0.12% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #117 holding.
Kiley Juergens Wealth Management first reported a position in Palo Alto Networks in Q4 2017 and has held it in 4 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.