MWM
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Mindset Wealth Management’s Palo Alto Networks PANW Stock Holding History

Mindset 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 		$309K Sell
1,930
-164
-8% -$27.6K 0.08% 122
2025
Q4 		$386K Sell
2,094
-39
-2% -$7.87K 0.1% 108
2025
Q3 		$434K Buy
2,133
+33
+2% +$6.32K 0.12% 93
2025
Q2 		$430K Buy
2,100
+10
+0.5% +$1.86K 0.14% 82
2025
Q1 		$357K Sell
2,090
-20
-0.9% -$3.7K 0.14% 86
2024
Q4 		$384K Buy
2,110
+400
+23% +$75.6K 0.14% 81
2024
Q3 		$292K Buy
+1,710
New +$288K 0.12% 94

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

Mindset Wealth Management's PANW Position: Q1 2026 in Review

Mindset Wealth Management reduced its Palo Alto Networks (PANW) stake by 7.8% in Q1 2026, selling an estimated $27.6K and leaving 1,930 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #122.

Mindset Wealth Management first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. The position peaked at $434K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Mindset Wealth Management held 1,930 shares of Palo Alto Networks worth $309K as of Q1 2026.
  • Mindset Wealth Management sold 164 Palo Alto Networks shares in Q1 2026, an estimated $27.6K.
  • Palo Alto Networks made up 0.08% of Mindset Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Mindset Wealth Management first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Palo Alto Networks position peaked at $434K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.