Leo Wealth LLC’s Palo Alto Networks PANW Stock Holding History

Leo Wealth LLC’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	$839K	Sell	5,235 -111	-2%	-$18.6K	0.06%	202
2025 Q4	$985K	Buy	5,346 +3,165	+145%	+$639K	0.07%	180
2025 Q3	$444K	Sell	2,181 -3,191	-59%	-$611K	0.06%	194
2025 Q2	$1.1M	Buy	5,372 +3,201	+147%	+$594K	0.09%	167
2025 Q1	$370K	Sell	2,171 -3,121	-59%	-$577K	0.05%	199
2024 Q4	$963K	Buy	5,292 +172	+3%	+$32.5K	0.09%	158
2024 Q3	$875K	Buy	5,120 +150	+3%	+$25.2K	0.08%	168
2024 Q2	$845K	Sell	4,970 -24	-0.5%	-$3.59K	0.09%	158
2024 Q1	$702K	Buy	4,994 +214	+4%	+$33.8K	0.07%	181
2023 Q4	$686K	Buy	+4,780	New	+$639K	0.07%	170

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

Leo Wealth LLC's PANW Position: Q1 2026 in Review

Leo Wealth LLC reduced its Palo Alto Networks (PANW) stake by 2.1% in Q1 2026, selling an estimated $18.6K and leaving 5,235 shares worth $839K. The position accounts for 0.06% of the portfolio, ranked #202.

Leo Wealth LLC first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Leo Wealth LLC held 5,235 shares of Palo Alto Networks worth $839K as of Q1 2026.
Leo Wealth LLC sold 111 Palo Alto Networks shares in Q1 2026, an estimated $18.6K.
Palo Alto Networks made up 0.06% of Leo Wealth LLC's portfolio in Q1 2026, its #202 holding.
Leo Wealth LLC first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Palo Alto Networks position peaked at $1.1M in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.