Mather Group’s Palo Alto Networks PANW Stock Holding History

Mather Group’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	$1.13M	Sell	7,023 -1,004	-13%	-$169K	0.01%	308
2025 Q4	$1.48M	Buy	8,027 +1,201	+18%	+$242K	0.02%	235
2025 Q3	$1.39M	Sell	6,826 -281	-4%	-$53.8K	0.01%	236
2025 Q2	$1.45M	Buy	7,107 +802	+13%	+$149K	0.02%	229
2025 Q1	$1.08M	Buy	6,305 +1,037	+20%	+$192K	0.01%	247
2024 Q4	$958K	Buy	5,268 +626	+13%	+$118K	0.01%	250
2024 Q3	$793K	Sell	4,642 -176	-4%	-$29.6K	0.01%	274
2024 Q2	$684K	Buy	4,818 +1,294	+37%	+$194K	0.01%	348
2024 Q1	$519K	Buy	3,524 +6	+0.2%	+$946	0.01%	334
2023 Q4	$519K	Buy	3,518 +162	+5%	+$21.7K	0.01%	346
2023 Q3	$394K	Buy	3,356 +138	+4%	+$16.3K	0.01%	381
2023 Q2	$411K	Buy	3,218 +776	+32%	+$80.7K	0.01%	389
2023 Q1	$244K	Buy	+2,442	New	+$207K	﹤0.01%	442
2022 Q2	–	Sell	-2,448	Closed	-$254K	–	448
2022 Q1	$254K	Buy	2,448 +6	+0.2%	+$537	0.01%	378
2021 Q4	$227K	Buy	+2,442	New	+$211K	﹤0.01%	355

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

Mather Group's PANW Position: Q1 2026 in Review

Mather Group reduced its Palo Alto Networks (PANW) stake by 13% in Q1 2026, selling an estimated $169K and leaving 7,023 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #308.

Mather Group first reported a position in PANW in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.48M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Mather Group held 7,023 shares of Palo Alto Networks worth $1.13M as of Q1 2026.
Mather Group sold 1,004 Palo Alto Networks shares in Q1 2026, an estimated $169K.
Palo Alto Networks made up 0.01% of Mather Group's portfolio in Q1 2026, its #308 holding.
Mather Group first reported a position in Palo Alto Networks in Q4 2021 and has held it in 15 quarters since.
Mather Group's Palo Alto Networks position peaked at $1.48M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.