MWM
PANW icon

Mattern Wealth Management’s Palo Alto Networks PANW Stock Holding History

Mattern Wealth Management’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 		$270K Sell
1,687
-130
-7% -$21.8K 0.05% 130
2025
Q4 		$335K Buy
1,817
+125
+7% +$25.2K 0.06% 119
2025
Q3 		$345K Buy
1,692
+48
+3% +$9.19K 0.07% 115
2025
Q2 		$336K Sell
1,644
-842
-34% -$156K 0.07% 117
2025
Q1 		$424K Hold
2,486
– – 0.09% 108
2024
Q4 		$452K Sell
2,486
-66
-3% -$12.5K 0.1% 107
2024
Q3 		$436K Buy
2,552
+190
+8% +$32K 0.1% 115
2024
Q2 		$400K Sell
2,362
-30
-1% -$4.49K 0.1% 121
2024
Q1 		$340K Buy
+2,392
New +$377K 0.08% 135

Other funds holding PANW

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return