Lake Street Private Wealth’s Palo Alto Networks PANW Stock Holding History

Lake Street Private Wealth’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	$2.04M	Sell	12,715 -447	-3%	-$75.1K	0.26%	79
2025 Q4	$2.42M	Sell	13,162 -553	-4%	-$112K	0.3%	71
2025 Q3	$2.79M	Buy	13,715 +649	+5%	+$124K	0.36%	67
2025 Q2	$2.67M	Sell	13,066 -242	-2%	-$44.9K	0.38%	64
2025 Q1	$2.27M	Sell	13,308 -275	-2%	-$50.9K	0.37%	71
2024 Q4	$2.47M	Sell	13,583 -2,225	-14%	-$420K	0.39%	64
2024 Q3	$2.7M	Sell	15,808 -13,864	-47%	-$2.33M	0.43%	61
2024 Q2	$5.03M	Sell	29,672 -2,220	-7%	-$332K	0.65%	33
2024 Q1	$4.53M	Buy	31,892 +9,380	+42%	+$1.48M	0.63%	41
2023 Q4	$3.32M	Sell	22,512 -314	-1%	-$42K	0.52%	52
2023 Q3	$2.68M	Sell	22,826 -326	-1%	-$38.6K	0.48%	59
2023 Q2	$2.96M	Sell	23,152 -1,026	-4%	-$107K	0.52%	59
2023 Q1	$2.41M	Buy	24,178 +58	+0.2%	+$4.92K	0.45%	68
2022 Q4	$1.68M	Buy	24,120 +3,210	+15%	+$258K	0.35%	87
2022 Q3	$1.71M	Buy	20,910 +834	+4%	+$72.2K	0.39%	74
2022 Q2	$1.65M	Sell	20,076 -60	-0.3%	-$5.32K	0.35%	83
2022 Q1	$2.09M	Sell	20,136 -600	-3%	-$53.7K	0.38%	78
2021 Q4	$1.92M	Buy	20,736 +6,366	+44%	+$551K	0.34%	85
2021 Q3	$1.15M	Sell	14,370 -660	-4%	-$46.4K	0.28%	93
2021 Q2	$929K	Sell	15,030 -90	-0.6%	-$5.33K	0.24%	104
2021 Q1	$812K	Buy	15,120 +60	+0.4%	+$3.57K	0.22%	110
2020 Q4	$892K	Buy	15,060 +600	+4%	+$28K	0.26%	97
2020 Q3	$590K	Sell	14,460 -210	-1%	-$8.74K	0.2%	106
2020 Q2	$561K	Sell	14,670 -2,040	-12%	-$71.9K	0.21%	98
2020 Q1	$457K	Sell	16,710 -1,500	-8%	-$52.4K	0.21%	95
2019 Q4	$702K	Sell	18,210 -390	-2%	-$14.7K	0.27%	93
2019 Q3	$632K	Buy	18,600 +570	+3%	+$20.2K	0.29%	86
2019 Q2	$612K	Sell	18,030 -990	-5%	-$37K	0.36%	67
2019 Q1	$770K	Buy	+19,020	New	+$705K	0.53%	58

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

Lake Street Private Wealth's PANW Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Palo Alto Networks (PANW) stake by 3.4% in Q1 2026, selling an estimated $75.1K and leaving 12,715 shares worth $2.04M. The position accounts for 0.26% of the portfolio, ranked #79.

Lake Street Private Wealth first reported a position in PANW in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.03M in Q2 2024. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Lake Street Private Wealth held 12,715 shares of Palo Alto Networks worth $2.04M as of Q1 2026.
Lake Street Private Wealth sold 447 Palo Alto Networks shares in Q1 2026, an estimated $75.1K.
Palo Alto Networks made up 0.26% of Lake Street Private Wealth's portfolio in Q1 2026, its #79 holding.
Lake Street Private Wealth first reported a position in Palo Alto Networks in Q1 2019 and has held it in 29 quarters since.
Lake Street Private Wealth's Palo Alto Networks position peaked at $5.03M in Q2 2024.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.