MWA
PANW icon

Medallion Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Medallion 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 		$102K Sell
638
-90
-12% -$15.1K 0.03% 350
2025
Q4 		$134K Hold
728
– – 0.05% 304
2025
Q3 		$148K Hold
728
– – 0.05% 279
2025
Q2 		$145K Hold
728
– – 0.06% 284
2025
Q1 		$125K Buy
728
+212
+41% +$39.2K 0.06% 270
2024
Q4 		$92.4K Buy
+516
New +$97.5K 0.05% 315

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

Medallion Wealth Advisors's PANW Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Palo Alto Networks (PANW) stake by 12% in Q1 2026, selling an estimated $15.1K and leaving 638 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #350.

Medallion Wealth Advisors first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $148K in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Medallion Wealth Advisors held 638 shares of Palo Alto Networks worth $102K as of Q1 2026.
  • Medallion Wealth Advisors sold 90 Palo Alto Networks shares in Q1 2026, an estimated $15.1K.
  • Palo Alto Networks made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #350 holding.
  • Medallion Wealth Advisors first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Palo Alto Networks position peaked at $148K in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.