Krilogy Financial’s Palo Alto Networks PANW Stock Holding History

Krilogy Financial’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	$2.86M	Buy	17,104 +10,273	+150%	+$1.73M	0.09%	178
2025 Q4	$1.26M	Buy	6,831 +173	+3%	+$34.9K	0.04%	299
2025 Q3	$1.42M	Buy	+6,658	New	+$1.27M	0.05%	253
2023 Q2	–	Sell	-3,486	Closed	-$348K	–	337
2023 Q1	$348K	Sell	3,486 -20	-0.6%	-$1.7K	0.03%	314
2022 Q4	$245K	Buy	3,506 +390	+13%	+$31.3K	0.02%	347
2022 Q3	$255K	Buy	3,116 +650	+26%	+$56.3K	0.03%	273
2022 Q2	$203K	Buy	2,466 +210	+9%	+$18.6K	0.02%	296
2022 Q1	$234K	Hold	2,256	–	–	0.02%	285
2021 Q4	$209K	Buy	+2,256	New	+$195K	0.02%	266
2018 Q4	–	Sell	-2,790	Closed	-$105K	–	508
2018 Q3	$105K	Buy	+2,790	New	+$102K	0.02%	213
2018 Q2	–	Sell	-3,390	Closed	-$103K	–	485
2018 Q1	$103K	Hold	3,390	–	–	0.02%	229
2017 Q4	$82K	Hold	3,390	–	–	0.02%	260
2017 Q3	$81K	Hold	3,390	–	–	0.02%	283
2017 Q2	$76K	Buy	3,390 +1,440	+74%	+$29.1K	0.02%	255
2017 Q1	$41K	Hold	1,950	–	–	0.01%	312
2016 Q4	$41K	Buy	1,950 +150	+8%	+$3.59K	0.01%	312
2016 Q3	$48K	Buy	+1,800	New	+$41K	0.02%	302

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

Krilogy Financial's PANW Position: Q1 2026 in Review

Krilogy Financial increased its Palo Alto Networks (PANW) stake by 150% in Q1 2026, buying an estimated $1.73M and bringing the position to 17,104 shares worth $2.86M. The position accounts for 0.09% of the portfolio, ranked #178.

Krilogy Financial first reported a position in PANW in Q3 2016 and has held it in 17 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Krilogy Financial held 17,104 shares of Palo Alto Networks worth $2.86M as of Q1 2026.
Krilogy Financial bought 10,273 Palo Alto Networks shares in Q1 2026, an estimated $1.73M.
Palo Alto Networks made up 0.09% of Krilogy Financial's portfolio in Q1 2026, its #178 holding.
Krilogy Financial first reported a position in Palo Alto Networks in Q3 2016 and has held it in 17 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.