MSWA
PANW icon

Marshall & Sterling Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Marshall & Sterling 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 		– Sell
-98
Closed -$18.1K – 358
2025
Q4 		$18.1K Sell
98
-148
-60% -$29.9K 0.01% 203
2025
Q3 		$50.1K Hold
246
– – 0.03% 175
2025
Q2 		$50.3K Hold
246
– – 0.03% 159
2025
Q1 		$42K Buy
246
+148
+151% +$27.4K 0.03% 176
2024
Q4 		$17.8K Buy
+98
New +$18.5K 0.01% 197

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PANW Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 98 shares — an estimated $18.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in PANW in Q4 2024 and held it in 5 quarters. The position peaked at $50.3K in Q2 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 98 Palo Alto Networks shares in Q1 2026, an estimated $18.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and held it in 5 quarters.
  • Marshall & Sterling Wealth Advisors's Palo Alto Networks position peaked at $50.3K in Q2 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.