Marin Bay Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Marin Bay Wealth 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	$779K	Sell	4,856 -714	-13%	-$120K	0.47%	41
2025 Q4	$1.03M	Buy	+5,570	New	+$1.12M	0.59%	31

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

Marin Bay Wealth Advisors's PANW Position: Q1 2026 in Review

Marin Bay Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 13% in Q1 2026, selling an estimated $120K and leaving 4,856 shares worth $779K. The position accounts for 0.47% of the portfolio, ranked #41.

Marin Bay Wealth Advisors first reported a position in PANW in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.03M in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Marin Bay Wealth Advisors held 4,856 shares of Palo Alto Networks worth $779K as of Q1 2026.
Marin Bay Wealth Advisors sold 714 Palo Alto Networks shares in Q1 2026, an estimated $120K.
Palo Alto Networks made up 0.47% of Marin Bay Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Marin Bay Wealth Advisors first reported a position in Palo Alto Networks in Q4 2025 and has held it in 2 quarters since.
Marin Bay Wealth Advisors's Palo Alto Networks position peaked at $1.03M in Q4 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.