Mark Sheptoff Financial Planning’s Palo Alto Networks PANW Stock Holding History

Mark Sheptoff Financial Planning’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	$55.2K	Hold	300	–	–	0.03%	170
2025 Q4	$55.3K	Hold	300	–	–	0.03%	190
2025 Q3	$61.1K	Hold	300	–	–	0.03%	180
2025 Q2	$61.4K	Hold	300	–	–	0.03%	169
2025 Q1	$51.2K	Hold	300	–	–	0.03%	167
2024 Q4	$54.6K	Hold	300	–	–	0.03%	169
2024 Q3	$51.3K	Hold	300	–	–	0.03%	171
2024 Q2	$50.9K	Hold	300	–	–	0.03%	177
2024 Q1	$42.6K	Hold	300	–	–	0.02%	183
2023 Q4	$44.2K	Hold	300	–	–	0.03%	172
2023 Q3	$35.2K	Hold	300	–	–	0.02%	172
2023 Q2	$38.3K	Hold	300	–	–	0.02%	181
2023 Q1	$30K	Hold	300	–	–	0.02%	188
2022 Q4	$20.9K	Hold	300	–	–	0.01%	217
2022 Q3	$25K	Sell	300 -600	-67%	-$52K	0.02%	185
2022 Q2	$74K	Buy	900 +102	+13%	+$9.04K	0.04%	131
2022 Q1	$83K	Hold	798	–	–	0.04%	143
2021 Q4	$74K	Hold	798	–	–	0.04%	152
2021 Q3	$64K	Hold	798	–	–	0.04%	159
2021 Q2	$49K	Hold	798	–	–	0.03%	187
2021 Q1	$43K	Hold	798	–	–	0.02%	177
2020 Q4	$47K	Buy	798 +600	+303%	+$28K	0.03%	163
2020 Q3	$8K	Hold	198	–	–	﹤0.01%	246
2020 Q2	$8K	Hold	198	–	–	0.01%	270
2020 Q1	$5K	Hold	198	–	–	﹤0.01%	272
2019 Q4	$8K	Hold	198	–	–	0.01%	299
2019 Q3	$7K	Buy	+198	New	+$7.01K	﹤0.01%	290

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

Mark Sheptoff Financial Planning's PANW Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Palo Alto Networks (PANW) position steady in Q1 2026 at 300 shares worth $55.2K. The position accounts for 0.03% of the portfolio, ranked #170.

Mark Sheptoff Financial Planning first reported a position in PANW in Q3 2019 and has held it in 27 quarters since. The position peaked at $83K in Q1 2022. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Mark Sheptoff Financial Planning held 300 shares of Palo Alto Networks worth $55.2K as of Q1 2026.
Mark Sheptoff Financial Planning left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #170 holding.
Mark Sheptoff Financial Planning first reported a position in Palo Alto Networks in Q3 2019 and has held it in 27 quarters since.
Mark Sheptoff Financial Planning's Palo Alto Networks position peaked at $83K in Q1 2022.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.